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WEALTH MANAGEMENT BLOG

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Medicare Made Clear ~
Virtual Educational Event

 

On October 25th, we were delighted to host Anna Kozikowski of United Health Care who headed up an informative discussion on the A, B, C’s and D’s of Medicare.

Topics covered included:

  • Eligibility criteria (including weather you need Medicare if you are still working).
  • Timelines associated with enrolling to avoid financial penalties.
  • Differences between Medicare Supplement and Medicare Advantage plans.
  • How to navigate the online enrollment and other platforms.
  • Switching between Gap and Medicare Advantage plans.
  • Joining a Medicare prescription drug plan (Part D), and late penalties that may apply to you if you didn’t enroll when you were first eligible.
  • Switching prescription drug plans or dropping coverage completely.

 

If you missed the discussion, no worries! Please click below for the full recording. You can also access the slides used during her discussion by clicking here.

 

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You can now find HoyleCohen at
Focus Partners Wealth.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future—whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!

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Medicare Made Clear ~ Event Recording & Slide Deck
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
AEP ACCREDITED ESTATE PLANNER CREDENTIAL
CHFC CHARTERED FINANCIAL CONSULTANT CREDENTIAL
CLU CHARTERED LIFE UNDERWRITER CREDENTIAL
CFA CHARTERED FINANCIAL ANALYST CREDENTIAL
CAIA CHARTERED ALTERNATIVE INVESTMENT ANALYST CREDENTIAL
MSF MASTER OF SCIENCE IN FINANCE CREDENTIAL
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
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