Presented by:
BEN FRANCIS, CFP, RICP, MSFS, WMCP, Director of Retirement Income and Investment Operations at Bridgeview Financial Partners & MISTY BOLT, Owner of Medicare Misty

HR professionals excel in providing quality benefits, but many employees are left unsure about the transition into retirement. This session addresses your struggle and helps reconnect with exiting or soon-to-be-exiting staff. We cover key topics such as Social Security maximization, Medicare, distribution planning, asset allocation, RMDs, QCDs, and spousal benefits. We’ll tackle the numerous retirement decisions and deadlines employees face as they leave their HR departments for their golden years.

You will leave with a clear understanding of the critical issues your retirees face and the knowledge to direct them to valuable resources. In today’s landscape, retirement is not simply flipping a switch; it involves navigating over numerous government deadlines and decision points, some carrying permanent penalties. Reimagine your role in their exit strategy by providing the tools and resources your employees need to transition confidently and with peace of mind.

Learning Objectives:

Certification: This session has been submitted for HRCI and SHRM credits

SPEAKERS: BEN FRANCIS, CFP, RICP, MSFS, WMCP & MISTY BOLT

BEN FRANCIS

With over 17 years of experience at Bridgeview Financial Partners, Ben specializes in guiding clients through the complexities of retirement and distribution planning. Originally from Chattanooga, Ben is a seasoned expert in Social Security strategies, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), income maximization, tax management, long term care planning, and other critical areas affecting retirees. Ben works closely with his clients to address the unique challenges that arise during the transition from accumulation to decumulation. He provides ongoing reviews of Social Security, distribution planning, income generation, investment strategies, and risk management to ensure his clients’ financial well-being. In addition to his work with clients, Ben is a highly sought-after speaker known for his engaging and informative presentations at private companies, public events, and conferences. His ability to break down the complexities accompanying retirement into understandable and actionable insights has made him a favorite among audiences. Ben holds a Master of Science in Financial Services

MISTY BOLT

Misty Bolt is a native Chattanoogan with a love for life and people. She’s a wife to a retired Air Force Sergeant, who inspires her to continue to do what she loves, a devoted mother and owner of her individual Medicare Broker business, MedicareMisty. Bolt’s business is now a top agency with a team of 30 agents across 23 states. God and her family are her top priorities in that order, yet it’s her clients who teach her daily how to be a good agent and she is grateful for the trust they place in her. Best of all, many of them are also my friends and mentors and they inspire Bolt to keep doing what she does everyday. When not with her family or working, she enjoys working on her Magazine, traveling and volunteering in her ‘My Mobil’ MedicareBus for a number of organizations in town for which she is passionate about. This includes: The Senior Olympics, The Special Olympics, The Kidney Foundation, Room in the Inn, Cancer Society, MOMENTUM, Kidney Foundation and many more!

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