Register for Our Upcoming Webinar:
Protecting Your Health & Wealth: Medicare and Long-Term Care Explained
Investments alone aren’t enough—plan for health care too.
📆Date: Wednesday, September 17th
⏰Time: 4PM EST/ 1 PM PST
Healthcare can become one of the largest expenses in retirement. Premiums, prescriptions, and long-term care can add up quickly, often catching families by surprise. That’s why we build health care considerations into every holistic financial plan we create.
Join Senior Wealth Manager Chris Gilmor, CFP®, for an educational session designed to help you better understand Medicare, Medigap, and long-term care planning. You’ll walk away with clear insights to make more informed decisions for yourself and your family.
We’ll cover:
✔ Medicare Essentials – Understand the strengths and weaknesses of Medicare and what Parts A, B, C, and D mean for your coverage and costs.
✔ Medigap Explained – Learn what supplemental insurance can (and can’t) do for you, and how to evaluate whether it’s the right fit.
✔ Long-Term Care Planning – Explore what long-term care is, the coverage options available, and the role it can play in protecting your health and wealth over time.
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Chris Gilmor
Senior Wealth Manager
In Chris’s role as a Senior Wealth Manager, he focuses exclusively on client relations and is dedicated to bringing a high level of service. Throughout his career he has worked closely with both institutional and individual investors.
Chris worked for Prudential Securities in New York before leaving to pursue his MBA in Finance & International Business from Tulane University in 1996. Upon completion of his MBA, Chris moved to San Francisco where he joined Fisher Investments as an Investment Consultant managing high net worth client accounts totaling over $200 million in assets. Following that he worked at Silicon Valley Bank in their Institutional Assets Management Group developing and managing client relations for venture funded corporations.
Prior to joining SAM, Chris was a Senior Investment Advisor and member of the Investment Policy Committee with MCM Wealth, a regional Register Investment Advisor. Chris is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds a Series 65 license. He resides in Mill Valley with his wife and daughter where he enjoys tennis, biking, hiking, and spending time with his family.
Watch Previous Webinars:
Timing your Social Security Benefits: What Smart Retirees Do Differently
Join Senior Wealth Manager Kimberley Threadgill, CFP®, CDFA®, as she breaks down what retirees need to know about Social Security timing strategies, potential tax impacts, and how to align your benefits with your broader retirement plan.
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From Business Success to Family Security: Insurance Planning with Purpose
Join Ryan Walker of SAM and Will Dudley of Crescent Wealth as they share strategies to reduce taxes, protect your business, optimize retirement, and use insurance to strengthen your financial plan.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262