Mastering Medicare with Margo
Next session: Thursday, February 2, 2023 | 1:00pm-2:00pm
Details:
First Thursday of each month, 1:00-2:00 pm
As we reach age 65, all of us must make one of the most complex decisions regarding our well-being – Medicare.
This unique session will focus on the Medicare issues faced by all of us as we plan for retirement or approach age 65. Join Margo Steinlage Kreider, a trusted Health Insurance Consultant and Broker, as she:
- Highlights Medicare rules in detail for large employers, small employers, and solo practitioners.
- Identifies Medicare enrollment regulations and timelines based on recent changes.
- Clarifies significant regulation shifts to Medicare prescription drug coverage under the Inflation Reduction Act and changes for 2023-2025.
- Explores variables to consider when forming your healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, the Donut Hole, COBRA rules.
In addition, she will go over the Annual Enrollment Period "AEP" changes happening to Medicare for 2024 and provide valuable guidance for those already enrolled in Medicare.
Brief Bio on Lecturer:
With 14 years of health insurance industry experience, complemented with a law degree, Margo Steinlage Kreider has become a nationally recognized Medicare Expert. In addition to serving thousands of direct clients, Margo is a trusted resource for hundreds of financial advisors, CPAs, estate planners, HR Leaders, and employees on integrating Medicare planning into their retirement and estate plan.
Open to all.
Location:
The Center