FREE WEBINAR
Medicare Decisions That Matter:
Retirement Planning
Understanding Medicare's Role in Your Retirement Prior to Open Enrollment
Planning for retirement involves more than building your savings. It also means understanding how healthcare costs and Medicare fit into your overall financial picture.
With Medicare Open Enrollment approaching, now is a good time to review your current coverage, learn about annual plan updates, and better understand the options available to you.
Join Erin Lapidus and Frank Ellis, Medicare Coach, for a complimentary educational webinar exploring how Medicare and retirement planning work together. They'll discuss Medicare basics, Open Enrollment considerations, and practical information to help you review your coverage before enrollment begins on October 15.
Whether you're approaching Medicare eligibility or are already enrolled, you'll gain a better understanding of Medicare options and considerations to help you prepare for the upcoming Open Enrollment period.
Reserve your spot before it's too late:
Understand How Medicare Fits Into Your Retirement
What You'll Learn
How Medicare decisions may affect healthcare costs as part of your retirement planning
Updates to Medicare plans and the upcoming Open Enrollment period
How to review your current Medicare coverage
Common questions people have during Medicare Open Enrollment
What you can do now to prepare for decisions in October
Meet Your Webinar Hosts: The Retirement Coaches
Erin Lapidus
President of JBL Financial, Erin enjoys working with individuals and families to provide retirement planning guidance and educational resources as they prepare for retirement. She enjoys helping clients understand the financial decisions that can arise throughout retirement, including those related to Medicare.
Frank Ellis
Frank, the Medicare Coach, helps individuals understand their Medicare options and navigate the annual enrollment process. He stays current on Medicare updates and enjoys helping people better understand their coverage choices before making enrollment decisions.
Get Ahead of Medicare Open Enrollment and Be Ready When Enrollment Begins
Whether you're approaching Medicare eligibility or already enrolled, this webinar is designed to provide practical information that can help you prepare for the upcoming Open Enrollment period.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and JBL Financial Services Inc., are separate entities from LPL Financial.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. LPL Financial and JBL Financial Services do not provide tax advice or services.
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