Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties (On-Demand)

Presented by Meld University

Pat Burris, CFP®
Vice President, Corporate and Retirement Plan Services
Meld Financial

As you reach age 65 you have to make one of the most complex decisions regarding your well-being, Medicare. At this event, you will learn when, how and where to enroll in Medicare and the costs associated with it. The annual steps you should take once you are covered by Medicare will also be discussed.

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

Join Us for Our Next Meld University Events:

Senior couple reading about their Social Security benefits on a laptop.
Everything You Need to Know About Social Security

This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.

Meld University Presents: Get a Better Understanding of Medicare and Learn What’s New for 2024
Get a Better Understanding of Medicare and Learn What’s New for 2024

This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.

Articles from the School of Social Security and Medicare:

A senior couple excited to learn about social security spousal benefits.
Do You Qualify for Social Security Spousal Benefits?

School of Social Security & Medicare

If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.

A wooden sign with the words “ready for tomorrow” printed on it.
How Medicare Impacts HSA Contributions

School of Social Security & Medicare

Health Savings Accounts are useful in many situations, but they have important limitations once you are covered by Medicare.

A retiree getting medical care
Medigap vs Medicare Advantage Plans

School of Social Security & Medicare

Medigap and Medicare Advantage plans help to cover the healthcare costs that Medicare Part A and Part B do not cover.

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 - Founder - Meld Financial

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

-Mark McGarvey, Founder