At some point clients must leave the safety and simplicity of their pre-selected and subsidized employer plan and enter the wild world of Medicare, with all its parts, multiple enrollment periods, and private insurance options. This session will cover health insurance in retirement: how Medicare works, how to choose private insurance to go with it, and how to establish a health care budget.
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 or retiring
Director of Retirement and Life Planning,