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.

 

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

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