Retirement Planning & Medicare
Safeguarding your Future

Date: Thursday, November 14th, 2024
Time: 6:00 – 7:30 PM
Address: 101 Glen Lennox Drive, Suite 300
Chapel Hill, NC, 27517

There are important changes on the horizon for Medicare in 2025, 2026, and beyond. Don’t miss your chance to learn about the topics below with trusted Medicare specialist, educator and Regional Director Jackie Vogel. This presentation looks to answer your questions, address what’s changing in Medicare, and discuss how these changes will affect the marketplace.

Some of the Topics that will be covered:

• How do I sign up for Medicare?
• How and when do I effectively transition at age 65 or retirement to Medicare?
• How to maximize your Medicare coverage.
• What you need to know before leaving a company group or retiree plan.
• The Medicare basics: It’s costs and Parts A, B, C, and D and the need for supplemental insurance.
• When can I defer Part B?
• Will Medicare pay to support family caregivers or home care?
• Should I review my doctors and medications during the Open Enrollment season.
• Understand how the Income Adjustment (IRMAA) can dramatically increase the healthcare costs for higher income clients, and what options exist.
• Why there’s so much emphasis on prescription and dental costs.
• What are the expected trends and changes for Medicare for 2025.