Transitioning to Medicare

Hosted by: Dave Balakrishnan, CFP®, AIF®, MBA

Attend If –

You are concerned about retirement healthcare expenses
You plan to take Medicare soon
You are ready to start planning

Topics Covered –

How Medicare coordinate with other forms of insurance, like group health plans and COBRA.
Who needs to enroll in Medicare and When
How to enroll in Medicare
How to effectively transition to Medicare, while keeping all deadlines in mind.

Now is the time to start planning for health care expenses in retirement. Find out what you need to do obtain the coverage you need. This workshop is purely educational. No specific insurance or investment products will be discussed.