Thursday, October 3, 2024
Planning for Medicare and other healthcare costs is a critical part of building a comprehensive retirement plan. We understand how daunting it can be to research and compare the many moving parts of Medicare and take that next step to enroll or change your plan. If you missed our hosted annual Medicare Made Clear webinar you can check out the full recording below:
A lot of information was addressed including eligibility criteria, enrollment timelines, coverage options, and Medicare Supplement vs. Medicare Advantage plans. Diane also talked about the very impactful changes coming to Part D Drug coverage in 2025 due to changes mandated in the Inflation Reduction Act.
We hope this was helpful. Please feel free to reach out to Diane for more information on your particular situation. Diane is the owner of Sampson Insurance Services and a licensed independent insurance agent who prides herself on offering personalized service and giving her full attention to every client.
Diane Sampson
Owner of Sampson Insurance Services
License #18826134
CA License #OM412
*This event is only for educational purposes and no plan-specific benefits or details will be shared. The information in this presentation is educational and general in nature and is not intended to be, nor should it be construed as, specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other tax advisors before undertaking actions in response to the matters discussed.
On 09/01/24, HoyleCohen, LLC (“HoyleCohen”) merged with and into The Colony Group (“Colony”). Clients of HoyleCohen assigned their advisory agreements to Colony.
