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 Event:

Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties presented by Pat Burris, CFP®. The webinar will be held on February 22nd from 3:00 PM – 4:00 PM Central Time. There is no cost to attend, but you must register in advance.

Click here for more details.

Articles from the School of Social Security and Medicare:

A note pad with the words Mistakes to Avoid implying the article contains a list of social security mistakes to avoid.
The Biggest Social Security Mistakes

School of Social Security & Medicare

Social Security is a key component of most Americans’ retirement plan. Avoid these common mistakes that can reduce your benefits.

A medical professional holding a stethoscope. The circular end of the scope makes the 0 in the number 2022 meant to represent Medicare updates for 2022
2022 Medicare Premiums, Deductibles and Coinsurance Announced

School of Social Security & Medicare

CMS recently announced that Medicare Part A and Medicare Part B premiums, deductibles, and coinsurance will increase in 2022.

2022 Social Security Cost-of-Living Adjustment [COLA]
Social Security Cost-of-Living Adjustment [COLA] for 2022

School of Social Security & Medicare

The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.

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