Many clients have shared the feedback that they find the waters of Medicare planning…well…a bit murky. If you too find yourself in the same boat, we’ve scheduled a special ”refresher” session for our clients who are nearing retirement, soon to turn 65, or currently on Medicare.

.When: Tuesday, September 27^th, 11:00am EST via Zoom

Presenter:  Kathy Kotakis, a local and seasoned Medicare plan specialist from the Senior Planning Center

Agenda:  

1) A review of the four parts of Medicare

2) An overview of government vs private plans

3) Common questions to ask when choosing a plan

4) Enrollment reminders and special election periods

5) Q&A - please note this presentation will not allow for discussion around plan specifics

First Anchor Wealth Management and LPL Financial are not affiliated with Kathy Kotakis nor the Senior Planning Center.