JP Financial Group

10/17/2026

🚨 BREAKING NEWS: Medicare & Smoothies is coming to Charlotte! 🥤

Let’s blend up a better understanding of Medicare. Join JP Financial Group for a complimentary educational workshop, enjoy a refreshing smoothie, and get ready to review your coverage for 2027.

📅 Wednesday, October 21, 2026
🕛 12:00–1:00 PM
📍 5821 Fairview Rd., Suite 207
Charlotte, NC 28209

What’s on the menu?

🍓 The Medicare Basics Blend: Understand Medicare Parts A, B, C and D.
🫐 The 2027 Coverage Refresh: Learn what to review in your coverage for the new year.
🍌 The Prescription Check: Explore medications, pharmacies and drug coverage considerations.
🥤 The Open Enrollment Mix: Learn about enrollment deadlines, available changes and questions to ask.

This workshop is for current Medicare beneficiaries, people approaching age 65, and family members helping a loved one. Turning-65 Initial Enrollment has different dates from Annual Open Enrollment, so bring your questions about which timeline may apply to you.

Bring a friend who could benefit from the information. We look forward to seeing you!

Register at jpfinancialgroupllc.com/complimentary-retirement-events/

10/16/2026

WOMEN, WEALTH & YOUR FINANCIAL FUTURE

Make time for you and your money! 💖 Join us October 27 from 7:00–8:00 PM for Women, Wisdom & Wealth: You & Your Money. Save your spot: https://us02web.zoom.us/webinar/register/WN_gxuC9GNDRRSaTq1NcAvuHQ #/registration

10/16/2026

NEXT WEBINAR: OCTOBER 27, 2026 — WOMEN, WEALTH & YOUR FINANCIAL FUTURE

Women are building and managing more wealth than ever—but many still feel uncertain about the financial decisions that shape their future.

Join us for an informative, empowering webinar about women’s wealth and retirement readiness. We’ll discuss practical ways to understand your retirement savings, review your Social Security benefits, and prepare for a clearer retirement income strategy.

Whether you’re building wealth, nearing retirement, or already retired, you’ll leave with ideas to help you make informed decisions with greater confidence.

📅 Tuesday, October 27, 2026
🕖 7:00–8:00 PM

Your financial future deserves your attention. Register here:
https://us02web.zoom.us/webinar/register/WN_gxuC9GNDRRSaTq1NcAvuHQ #/registration

10/13/2026

Medicare & Smoothies is coming to JP Financial Group! Sip. Learn. Get ready for October 2027. Join us for a complimentary Medicare educational workshop. Total of six dates available in October, November and December.

Register here today: https://jpfinancialgroupllc.com/complimentary-retirement-events/

10/13/2026

Happy Birthday to our wonderful Joyce Palmer! 🌹

Your leadership, kindness, and dedication mean so much to all of us. We’re grateful to celebrate you today and wish you a year ahead filled with joy, love, good health, and beautiful new memories.

With love,
The JPFG Family 🎂💐

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

10/11/2026

Live Webinar: You and Your Money: Women, Wealth, and Wisdom

Women are building, managing, and controlling more wealth than ever. Yet many still feel uncertain about financial decisions that can shape their long-term security.

Join us for an informative, empowering webinar about taking greater control of your financial future. We’ll discuss practical ways to build confidence in your decisions, whether you’re growing your wealth, approaching retirement, or already retired.

We’ll cover retirement savings and employer matching, Social Security benefits, creating a clear retirement income strategy, and building confidence to make informed financial decisions.

📅 October 15, 2026
🕖 7:00–8:00 p.m.

Click here to RSVP:
https://us02web.zoom.us/webinar/register/WN_NZaU1YBET16qh9WH7LxkFw #/registration

10/09/2026

Friday Five: Five Questions to Ask About Your Retirement Income

Retirement is more than knowing how much you’ve saved. It’s also understanding how your resources may work together to support the life you want.

Here are five helpful questions to start with:

1. When might I want to retire—and when might I claim Social Security?
2. What monthly expenses will I need my income to cover?
3. What income could come from Social Security, a pension, savings, or other sources?
4. How might health care and unexpected expenses affect my plan?
5. How can I make my savings last through different seasons of retirement?

You don’t have to answer every question today. Starting the conversation can help you feel more prepared to make decisions.

What’s one retirement-income question you’ve been thinking about?

JP Financial Group — Helping Create Financial Legacies for Ladies.

10/08/2026

10/06/2026

Quick heads-up for my Medicare friends: there's a one-time $90 payment heading to Part B folks this week — automatic deposit, no forms, no sign-up. It's legit, paid out of a Medicare fund.

If it lands in your account, that's what it is. If it doesn't and you think it should have, Medicare's line is 1-800-633-4227.

Just didn't want anyone wondering about a mystery deposit. Hope you're all doing well out there.