Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

Presented by Meld University

medicare and managing health care expenses in retirement

Speaker: Patricia L. Burris, CFP®

When: Tuesday, October 18th, 3:00 to 4:00 PM CDT

Where: Online Webinar

Cost: $0

Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up.

    As you reach age 65 you have to make one of the most complex decisions regarding your well-being, Medicare.
    You will learn what is new for 2022, when, how and where to enroll in Medicare and the costs associated with it.
    You will also learn how to reduce your Medicare premiums when you have life-changing events such as work
    reduction or retirement. The annual steps you should take once you are covered by Medicare will also be

    Key points covered at this workshop include:

    • How Medicare enrollment periods work and what you need to do to avoid late enrollment penalties
    • When, how and where to enroll in Medicare
    • How much you can expect to pay in health care costs after going onto Medicare
    • How Medicare works with private insurance to provide comprehensive coverage
    • Why you must plan for higher health care costs in retirement

    This event will be an online webinar.

    There is no cost to attend, but attendance requires registration in advance.

    Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up.

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      Why Meld Financial?

      Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

      We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

      We provide independent and objective services melded with customer-driven financial goals.

      Mark McGarvey - Chairman - Meld Financial

      “We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

      -Mark McGarvey, Chairman