Retirement Plan Services
Pre-Retirement Education
July 11, 2024 from 12:00 pm - 01:00 pm CT
Virtual
Join your JA Counter, Alera Group team for an overview of retirement planning.
In this session, we’ll cover:
- Understanding retirement income and investments
- Social security planning
- Health insurance options
- Medicare overview
We look forward to supporting your journey!
About the speakers
Andy Rineck
Financial Advisor, Wealth Services
Andy joined the firm in October 2017. He is a graduate of the University of Wisconsin-River Falls and has over 10 years of experience in the Financial Services industry. Andy is passionate about working with individuals, families, and businesses to build solutions that meet their financial goals. He brings extensive knowledge about investments, taxes, and managing retirement plans to assist clients in accessing financial markets.
Andy is active in the St. Croix Valley and is currently a volunteer member of the River Falls Fire Department.
Andy holds the Series 7 and Series 66 Securities Licenses and is a licensed Life and Health Insurance Agent in many states (MN, WI, DE, ND, OK, TX, VA).
Strengths: Adaptability, Includer, Consistency, Discipline, Harmony
Predictive Index Profile: Collaborator
Favorite Quote: "So we beat on, boats against the current, borne back ceaselessly into the past." - "The Great Gatsby" by F. Scott Fitzgerald
Jessica Langeness
Licensed Insurance Agent, Medicare & Individual Insurance
With over 20 years of experience in the insurance industry, Jessica is dedicated to helping individuals and families navigate the complexities of insurance. She is passionate about empowering and educating her clients as they navigate the complexities of Medicare and health insurance. Whether they are exploring Medicare options, seeking long-term care insurance, or retiring and comparing health insurance, she's here to help! With family at the heart of everything she does, she understands the importance of securing the right coverage options for her clients.
Jessica lives in New Richmond with her husband and five children. For the past 10 years, she has volunteered weekly with Meals on Wheels, delivering nourishment and companionship to seniors in the New Richmond area. She also serves on the local Walk to End Alzheimer's Committee, advocating for Alzheimer's awareness and fundraising for research and support services.
Jessica is a Licensed Insurance Agent in Wisconsin and Minnesota
Strengths: Developer, Empathy, Harmony, Achiever, Arranger
Predictive Index Profile: Operator
Rich Potvin
Licensed Insurance Agent, Medicare & Individual Insurance
Rich brings over 25 years of experience in the financial industry to the firm, specializing as a Licensed Medicare and Individual Health Insurance Agent. His role involves delivering top-tier support to individual clients, assisting them in identifying and securing personalized insurance solutions tailored to their specific needs. Rich also plays a crucial role in the Transition program, guiding individuals through insurance options following employment separations.
Rich holds a bachelor’s degree in Business Administration from the University of Wisconsin-Eau Claire. Prior to joining the firm, he was a lender at various financial institutions, consistently providing exceptional service to his clients.
Outside of his professional endeavors, Rich is deeply involved in community service. He serves as a board member for Kinship, Inc. and is Board Chair for Crosswalk Community Church in Frederic, WI, and Treasurer for the Frederic Chamber of Commerce. Rich resides with his wife in Frederic, where they enjoy outdoor activities such as tandem bicycling, kayaking, and gardening. They cherish time spent with their friends and family,
Rich is a Licensed Insurance Agent in Wisconsin, Minnesota, and Illinois.
Strengths: Learner, Deliberative, Consistency, Connectedness, Belief
Predictive Index Profile: Craftsman
Fun Fact: Rich loves to kayak, paddleboard and enjoy the North Shore!