Workshops

If you are concerned about health care expenses in retirement. now is the time to start planning.  Starting with an overview of Medicare and ending with a discussion of long-term care, this workshop will open your eyes to the way health care works in retirement and what decisions you need to make now to prepare.  This workshop is geared to everyone over 60, even if you are already on Medicare. 

At this workshop you will learn:

(1) How Medicare enrollment periods work - and what you need to do to avoid late-enrollment penalties

(2 How much you can expect to pay in health care costs after going onto Medicare

(3) How Medicare works with private insurance to provide comprehensive coverage

(4) Why most people pay too much for private insurance and how you can avoid excess costs

(5) Why you must plan for higher health care costs in retirement - including the possibility of needing long-term care

This workshop is purely educational.  No specific insurance or investment products will be discussed.