ROADMAP TO MEDICARE Educational Seminar
Designed for those: *Nearing age 65 * Nearing Retirement
* Working Past age 65 and ALL Retirees
Learn How to Get and Stay Medicare Insurance Ready
Join us for a live interactive power point presentation & get your questions answered.
Come learn…
* Working Past age 65 and ALL Retirees
Learn How to Get and Stay Medicare Insurance Ready
Join us for a live interactive power point presentation & get your questions answered.
Come learn…
Important Timeframes:
- What you should be doing as a retiree or soon to be retiree
- Open Enrollment and Guaranteed Issue Periods, plus late penalties
- What happens when you and your spouse do not turn 65 at the same time
- When to enroll or defer Medicare Part B if not retiring at age 65
- Changing carriers—how & when
Make sure your coverage is complete:
- What does Medicare cover and not cover
- Is secondary insurance necessary and what are the options
- How do a Medicare Supplement and Original Medicare coordinate
Guidance regarding your personal situation and much more…
Bring your questions… this is a great opportunity to gather helpful information.
All are welcome--Please bring a friend!
This is an educational presentation for consumers—no cost to attendees
Tracy Russo, CLTC President & CEOWith an extensive career in insurance, Tracy brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance. Throughout the years, she has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education.
*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Kalejta Financial Management is not a subsidiary of nor controlled by Voya Financial Advisors.
CN921457_0919
ROADMAP TO MEDICARE Educational Semin...
Date and Time
Thursday Sep 5, 2019
6:00 PM - 8:00 PM EDT
Location
Kalejta Financial Management - Sunnybrook Office:
55 Sunnybrook Road
Sanatoga, PA 19464
Contact Information
610.831.2195
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