Insights

The Stabler Wealth Management team is thrilled to welcome Washington health insurance expert Gary Frank, Vice President at Heffernan Insurance Brokers, for an informative and approachable virtual session covering the ins and outs of selecting health insurance after you retire but before you reach Medicare age.

We hope you enjoy this webinar replay in which Managing Partner & Wealth Advisor, Dave Mantell, CFP®, CFA hosts a relaxed, info-packed session to help clients you make sense of what matters most. We included live questions and answers that offered opportunities for people to asking their burning questions and get live insights.

Whether you’re nearing retirement or simply want to better understand your post-retirement health care options, this replay will help you better understand the options you have!

Who is this intended for?

• Those planning to retire before they reach 65
• Those who are already retired and are not yet 65

Health insurance topics we discuss:

• Navigating your health insurance options before Medicare at age 65
• Understanding the pros and cons of employer coverage, COBRA, and ACA (Affordable Care Act) plans
• Estimating the true cost of health care in early retirement
• Smart strategies to manage premiums and avoid costly surprises

We encourage you to reach out if you have any questions or would like the handout mentioned in this video!

📧 Contact us: Team@StablerWM.com 📧 Contact Tamara: GaryF@HeffINS.com

Our team of Certified Financial Planners (CFPs®) is dedicated to helping you navigate retirement with confidence. Whether you’re already retired, considering early retirement, or in the planning phase, these insights will help you make the most of your hard-earned savings.

You may also want to read our Q4 2025 Quarterly Economic Update.

team@stablerwm.com | (425) 646-6327

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Stabler Wealth Management and LPL Financial are not affiliated with or endorsed by Boeing.