KB Classic: 10th Annual CTBTA Golf Tournament

September 26th, 2022

Registration is now live! CLICK HERE for more information to register, sponsor or donate. Please give us a call with any questions that you may have!

We’re excited to formally announce that US Wealth Management New Haven will be the presenting sponsor for the 2022 Connecticut Brain Tumor Alliance (CTBTA) charity golf tournament. The CTBTA supports a cause near and dear to the hearts of all of us in the Morrone household. For those who may be unaware, Jill lost her mother to a very aggressive form of brain cancer in 2009, which was coincidently the same type of cancer my uncle Mike also fell victim to in 2008. This is in addition to the many other family and friends that we know who directly or indirectly suffered a loss or hardship due to brain tumors, and the unfortunate many who will encounter these challenges in the future.

USWM/Emerald Medicare: 2022 Open Enrollment and Medicare FAQ Webinar 

October 26th, 2022

CLICK HERE to register and read more about our speaker.

Addressing the impact of Medicare and health insurance in retirement is a critical part of any sound financial plan given the substantial health related costs many individuals face as they age. With the rate of change in the insurance marketplace and pending legislation set to upend the current system, there are a myriad of questions that Medicare beneficiaries have as we enter the 2022 open enrollment session. Whether you're just starting to think about healthcare in retirement, are newly eligible for Medicare, or have been enrolled for a long time, we hope to answer your most pressing questions related to base Medicare coverage, supplemental vs advantage plans, prescription coverage, and more. We've asked Mark Brownstein, a veteran in the Medicare space, to pull back the curtain on the Medicare program and provide you with insight on what to be on the lookout for.