Our first guest is Darren Wurz, a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he specializes in working with attorneys, law firm owners, and couples near retirement, providing comprehensive financial planning and active investment management. He is dedicated to helping his clients transition from their working life to a comfortable retirement with confidence.
Today Darren will discuss his new book, “The Lawyer Millionaire,” from the American Bar Association. Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. He is also a member of the American Bar Association and the Financial Planning Association. To learn more about Darren, connect with him on LinkedIn. Visit his website at wurzfinancialservices.com or call his office at (859) 291-9879.
Our second guest is Neil Steffens, President of Anthem Blue Cross and Blue Shield Medicare, Central Region, who will discuss the importance of reviewing your Medicare plan to ensure you have the best coverage for your health needs. He will share tips for navigating the Medicare Advantage selection process and things to remember when weighing your plan options. Medicare open enrollment occurs now through December 7, 2022. Before open enrollment ends, consumers should review their Medicare plan to ensure they’re not missing out on better plan coverage. This is particularly important this year, as inflation is rising and seniors’ fixed incomes are being stretched thin. For more information, call 833-996-0900 or visit their website at: www.anthem.com/medicare.