2nd Quarter Investor Meeting | Dinner Session | Wednesday, April 30 | 6:00 PM

Free Quarterly Investor Workshop for our clients and open to the public.

When: Wednesday, April 30 | Evening Session

Where: Our Office, 12550 SE 93rd Ave. Suite 340 Clackamas, OR 97015

Doors open at 6:00 PM

Dinner provided

Class Presentation begins at noon  | 75-90 minute session

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