What You Can Expect from This Webinar 

Join Sarver Vrooman Wealth Advisors and EC Insurance Solutions for an insightful, educational session designed to help you prepare for key changes that may impact your investments and healthcare planning in 2025 and beyond. This webinar aims to provide general information—not personalized advice—to help you understand new developments and consider strategies aligned with your goals.  

Investment Strategy & Market Outlook – Sarver Vrooman Wealth Advisors

·         Leading indicators and models to help you assess financial markets, inflation, and portfolio allocation decisions

·         Rising Dividends – timely and timeless

·         Holistic Wealth Management

·         Private Markets  

Medicare Updates & Planning Considerations - EC Insurance Solutions

·         A clear overview of Medicare basics for those entering or navigating retirement  

·         Important Medicare changes for 2026, including premiums, cost-sharing, and plan benefits  

·         Impacts of Medicare Advantage updates and the new out-of-pocket prescriptions cap  

·         How to factor Medicare changes into your retirement income and healthcare planning  

Interactive Q&A 

·         Opportunity to ask questions and hear from the Sarver Vrooman Team and EC Insurance Solutions

Please Note 

This session is educational only. It does not provide specific investment, legal, tax, or Medicare advice. Please consult with your personal advisors regarding your situation.  

Advisory services are offered through Sarver Vrooman Wealth Advisors LLC, an SEC Investment Advisor. Sarver Vrooman Wealth Advisors and EC Insurance Solutions are owned and operated independently.