Description
Join us for an exciting webinar exploring healthcare and your retirement. Our presentation will cover:
• Understanding Medicare basics: Learn about Medicare eligibility, enrollment periods, and the different parts of Medicare & Medigap including their coverage and costs.
• Planning for healthcare costs: Explore strategies for managing pre- and post-retirement healthcare expenses, including annual costs for doctor visits, prescriptions, dental care, vision care, and hearing aids.
• Long-Term care considerations: Gain insights into long-term care options such as nursing homes, assisted living, and home health aides, along with strategies to save or insure against these expenses.
• Impact of income on Medicare costs: Understand how your income influences Medicare premiums through the Income-Related Monthly Adjustment Amount (IRMAA) and learn ways to appeal surcharges.
• Bridging the gap to Medicare: Discover options for healthcare coverage if you retire early, including COBRA, ACA Marketplace plans, private insurance, or spouse’s health plans.
Date and Time
Tue, Jun 17, 2025
6:00p - 7:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.