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Keith Underwood, a seasoned wealth advisor at Edward Jones in New Rochelle, NY will present an educational program that addresses steps individuals should take to prepare for healthcare costs to help ensure their retirement savings stay healthy. The program will include: healthcare and your retirement, the cost of health care during retirement, preparing for long-term care expenses, using insurance to address long-term care cost, pre-medicare checklist, and Q&A.
Keith Underwood has extensive experience as a Wall Street currency derivatives portfolio manager for major US and European banks across global financial hubs, including London, New York, Tokyo, and Hong Kong. Keith holds an A.B. in Economics from Syracuse University and an Executive MBA from the University of Colorado, Denver.
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Yang Wang
203-622-7924
[email protected]