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Halpern Financial, Inc.: Master Medicare with Margo & Melissa

  • One Loudoun 20626 Easthampton Plaza Ashburn, VA, 20147 United States (map)

Join Halpern Financial’s Melissa Sotudeh and Margo Steinlage Kreider, owner of Steinlage Insurance Agency, on March 22, 2023 at 12:00pm for an informative webinar on the importance of integrating Medicare strategy into your retirement plan.

The presentation will:
• Highlight Medicare rules in detail for those working with large employers, small employers, and solo practitioners.
• Identify Medicare enrollment regulations and timelines based on recent changes.
• Discuss upcoming changes to Medicare Part D under the 2022 Inflation Reduction Act.
• Explore variables to consider when forming your retirement and healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules.

This webinar will be especially useful for those who are (1) about to turn 65 but planning to retire, (2) turning 65, or (3) already participating in Medicare.

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