Thursday, October 8 at 7:30 AM
A panel discussion on retirement, financial and estate planning with Susan Diamond, Licensed Medicare Broker from Health Options NY and Kenneth J. McCormick, Registered Representative, Cetera Investment Services LLC, Member FINRA/SIPC

REGISTRATION coming soon

ABOUT THE SPEAKERS:

Susan Diamond
susan@healthoptionsny.com
845-594-4818
Hi! I’m Sue Diamond, an Independent NY Licensed Broker / Agent for Health / Accident and Life Insurance and Medicare Certified with AHIP. I embarked on my journey in the insurance and financial sector as a Certified Financial Social Worker back in 2017. During this time, my passion for educating individuals grew immensely, and I found myself particularly drawn to assisting seniors in navigating the complex world of Medicare. Witnessing the confusion and overwhelm that many faced, I recognized the tremendous opportunity to make a profound impact by offering personalized guidance and support. My goal is to assist clients in making informed decisions by helping them find the optimal coverage that is comprehensive and cost-effective, tailored to their specific needs.

Kenneth J. McCormick
Registered Representative
Cetera Investment Services LLC, Member FINRA/SIPC
2680 South Road
Poughkeepsie, NY 12601
845-338-6322 ext. 3374
Ulster Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

SUNY Ulster Stone Ridge Campus
College Lounge
491 Cottekill Road
Stone Ridge, NY 12484