Retirees Report – April

Retirees Report – April

The Local Retirees club meeting is April 10th at the ETI at 10;00 AM. This month’s guest speaker is Veronica Martinez Compliance Officer. At our last meeting, Optum representative John Pak talked about the terms for will planning, guardianships, trust, advance directives. He recommended that you use technology to help control cost and using the cloud(electronic) to help store your documents and information so that the documents would be available when needed. For additional information he gave us a couple of web sites for us to look at. We would like to Thank John for the excellent presentation to our club.

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