WEALTH MANAGEMENT BLOG

Join the Conversation

In case you missed our recent discussion focused on the many moving parts of Medicare headed by Anna Kozikowski of United Healthcare, the full recording can be found below. Many things were covered including:

  • 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 planning for Medicare costs is part of building a confident retirement.
  • How to maximize your Social Security benefit.
  • How to navigate the online enrollment and other platforms.

Click here for the full downloadable version of Anna’s slide deck.

To contact Anna directly click below:

Anna Kozikowski 619.376.2940

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest

Share This