The Peaceful Presence Project 2025 Continuing Education Series Presents:
Financial Considerations for Healthcare in Retirement
Online Workshop, Thursday, August 21, 2025 from 5:00 - 6:30 pm Pacific
With Guest Presenter:
Travis Waiton, ChFC, AAMS™
Financial Advisor, Edward Jones, Bend, OR
About the Workshop:
Join us for this online workshop focusing on Financial Considerations for Healthcare in Retirement. Presented by Travis Waiton, a Financial Advisor with Edward Jones, participants will learn about what medical expenses they can expect during retirement, including estimated out of pocket expenses, long term care costs vs traditional medical expenses, and how to plan for your personal retirement goals. Various aspects of medicare coverage will also be discussed along with special considerations for a serious illness diagnosis and end of life. Travis has been a longtime supporter of The Peaceful Presence Project, and works locally along with his business partner Daniel at their Edward Jones branch office in Bend, OR.
About the Presenter:
Travis Waiton, ChFC, AAMS™
Financial Advisor, Edward Jones, Bend, OR
The adage of "love what you do, and you'll never work a day in your life" really holds true for me at Edward Jones. Building relationships and informing my clients of their options to allow them to make the most appropriate financial decisions is one of the reasons why I get up in the morning. We're best suited for highly passionate and goal-oriented people that are motivated by reaching milestones and accomplishments.
Our practice is comprised of just myself and my business partner, registered branch associate, Daniel Bertholet. Daniel has been with Edward Jones for over 13 years and runs the show for us. He's dedicated to providing the highest level of professional and personalized service available to each and every person. Daniel has earned the Financial Paraplanner Qualified Professional® or FPQP® designation.
I've also earned my Accredited Asset Management Specialist™ or AAMS™ and Chartered Financial Consultant® or ChFC® designations.
Currently, we contribute to the Alzheimer's Association and the Walk to End Alzheimer's®. Edward Jones is the national sponsor of the walk and as someone who has been personally affected by it, we felt it was important to help find a cure.
In my spare time, you'll find me playing golf or fly fishing in any lake or river I can find.