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Medicare Planning and Annual Updates - When do you need to apply? How do you apply? What’s IRMAA and will it impact me? Initial and annual appeals to lower cost!
Dan Galli, CFP® and Karen Van Voorhis, CFP® lay out how Medicare works: the “Parts,” when you need to apply, what options are available each year, how much it will cost and if income will impact your premium.

Oct 14, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Daniel J. Galli, CFP®
Principal @Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and Principal of Daniel J. Galli & Associates. For over thirty years Dan has focused on financial planning, investment management and financial/retirement planning for professionals, small business owners, teachers and other individuals. Dan taught financial/retirement planning and employee benefit courses at Northeastern University and Boston University. Dan is a long-time active member of the Financial Planning Association of Massachusetts, served as its president, and was named the chapter’s Financial Planner of the Year in 2017.
Karen E. Van Voorhis, CFP®
Director of Financial Planning @Daniel J. Galli & Associates
Karen is a Certified Financial Planner™ practitioner and our Director of Financial Planning. She has worked in the fields of financial planning and wealth management in the greater Boston area for over 25 years. Karen advises clients on all a wide range of topics including investment management; retirement, estate, and college planning; tax management; insurance coverage; and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently sits on its board.