The transition from employer insurance to Medicare is fraught with confusion. Clients turning 65 or leaving employment must leave the safety and simplicity of their pre-selected and subsidized employer plan to the wild world of Medicare, with all its parts, multiple enrollment periods, and private insurance options to fill the coverage gaps. This session will cover health insurance in retirement: how Medicare works, how to choose private insurance to go with Medicare, and how to establish a health care budget.
Attendees will learn:
• The steps clients must take at retirement to ensure continued health care coverage under the Medicare system.
• How to help clients evaluate their health insurance options upon turning 65
• How to estimate health care costs in retirement
Director of Retirement and Life Planning,