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Wealth Management Events

Events and Webinars

Empower your future. Take advantage of our useful webinars to help improve your financial well-being.

Understanding Medicare

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Date and Time
Thursday, September 19, 2024
12:00 p.m. - 1:00 p.m.
45-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Financial Awareness
• Debt management
• Building better habits
As we approach retirement, there are many crucial steps and topics to consider before moving onto the next phase of life. Medicare is one of the most important. In this presentation, led by Chris Frederick of Good Shepherd Insurance, we will discuss the ABCs of what it takes to enroll, qualify for, and identify different types of Medicare coverage.  
 

 

About The Speakers

  • Miriam_Dougherty_350x438
Miriam Dougherty
Financial Wellness Educator, SAFE Credit Union
Miriam Dougherty serves the community with over a decade of experience in the financial sector, four of those years dedicated as a Financial Educator. In addition to being a graduate from Fresno State with her BA in Mass Communication and Journalism, Miriam is also a Certified Credit Union Financial Counselor. Miriam is the proud daughter of a first-generation Texas Native and an immigrant from Michoacán, Mexico. When she is not spending time engrossed in a book or enjoying all things Disney, Miriam loves to spend the majority of her time with her husband and two young children. 

  • Chris_Frederick
Chris Frederick
Owner, Good Shepherd Insurance Agency

Chris Frederick is the founding owner of Good Shepherd Insurance Agency; a company helping individuals and families plan for Medicare, Healthcare, and Long-Term Care expenses. With a BA in Business from Point Loma Nazarene University, Chris has worked in the financial planning and insurance industry for more than 15 years. As an insurance planner, his mission is to be a trusted source in navigating the “mine field” of healthcare in retirement. 

 Today, Chris resides with his wife and five children in Rocklin, California. He is passionate about teaching and mentoring others, as well as producing music, coaching soccer, and track & field.

 

 

Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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