Description:
Free Virtual Quarterly Investor Workshop for our clients and open to the public.
When: Saturday, April 26, 2025 at 7:30 AM PDT, (75-90 minute session)
Where: Virtual Event Hosted Via Zoom
Topic: Medicare Insurance Coverage
Guest Speaker: Carrie Kieselhorst
How does Medicare work and what does it cover? What are the important dates you need to know to sign up?
65 or older
- Understand the changes made for the 2025 benefit year and how your gap or advantage policy may have changed.
- How those changes might affect your premiums over the next 2-3 years.
- What questions should you be asking each year during open enrollment to ensure you will still have the same coverage the following year.
- Helping your aging parents? Get a better understanding how Medicare works with supplemental policies.
Under 65
- Start to understand one of the biggest financial decisions you will have to make in retirement..
- What is the timeline to go on Medicare if you are still working at 65?
- What is the difference between the advantage path vs the supplemental path?
Social Security (presented by Gretchen Stangier)
- How to safely create a log on that you will need to sign-up/manage for both Social Security and Medicare.
- How much of your social security check will be taxable?
- Who is IRMMA and why do I have to pay her up to $443 a month EXTRA for 12 months for my part B Medicare?
Registration Required
We will send you the meeting link the week of the event.
Date & Time:
Saturday, April 26, 2025
7:30AM - 9:00AM
RSVP:
Event registration is now closed.