Find Clarity on Medicare — Join Our Upcoming Webinar

At Crescent Private Wealth, we believe clarity leads to confidence. Understanding your options today can help you make informed choices that protect your well-being, your financial future, and the people you care about the most.

Join Aroona Zaeem, an independent licensed insurance agent serving with over 13 years of service to our community, and Kashif Osman of Crescent Private Wealth, for an informative webinar on Medicare and health coverage options.

Whether you are approaching Medicare eligibility, already enrolled, or assisting a loved one, this session will offer valuable insights into coverage choices, costs, and common pitfalls to avoid.

Webinar Details:

📅 Date: Wednesday, October 22, 2025
🕕 Time: 6:00 PM ET
🎙️ Panelists: Aroona Zaeem and Kashif Osman
💻 Location: Online via Zoom (link will be provided upon registration)
🔗 Register: Please click here to register

Following the webinar, Aroona will also be available for in-person appointments starting Monday, October 27th, at the Crescent Private Wealth Cary office, located at 1400 Crescent Green, Suite 100, Cary, North Carolina 27518.

To schedule your 1-on-1 meeting, please click here.

Register today and secure your spot for this important conversation. You are also welcome to forward this invitation to family or friends who may find this beneficial.

If you have any questions, please reach out to us at mylifeplan@crescentpw.comor call our office at 919-439-6090.

Warm regards,

Crescent Private Wealth

Related Posts

We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.