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Roadmap to Medicare

Do you have many employees on your payroll nearing age 65 that don’t know they can transition off the organization’s health insurance plan to Medicare?

Educational services are available at no cost for both the employer and soon-to-be retirees through group seminars and private consultations from a non-biased retirement healthcare planning service team.

When to enroll or defer Medicare Part B if not retiring at 65 and coverage guidance is supplied even to those near-retirees who choose to transition back to your employer plan the following enrollment year.


Important Timeframes:
- What your employees should be doing as a retiree or soon to be retiree
- Open Enrollment and Guaranteed Issue Periods, plus late penalties
- When to enroll or defer Medicare Part B if not retiring at age 65
- Changing carriers – how and when

Make sure your coverage is complete:
- What does Medicare cover and not cover
- Is secondary insurance necessary and what are the options
- How Medicare Supplemental and Original Medicare coordinate
- Costs of Medicare and Retirement Healthcare Budgeting

Credits will be provided only to those logged into the live webinar via computer during the duration of the speaker's presentation.

CEBS - qualifies for 1 CPE
HRCI - approved 1 HR (General) credit
SHRM - approved 1 PDC

11:45 Pacific
12:45 Mountain
1:45 Central
2:45 Eastern

Mar 10, 2021 11:45 AM in Pacific Time (US and Canada)

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Tracy Russo
President @HTA Financial
With an extensive career in insurance, Tracy brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance. Throughout the years, she has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education. Education has always been paramount for Tracy. Financial Planning firms, Chamber of Commerce and NAIFA organizations, Elder Law firms, and Employer and Consumer groups have invited Tracy to be their expert guest speaker on the topics of Medicare & LTC Planning. Tracy earned her bachelor’s degree in Finance from West Chester University. She holds the Certificate in Long-Term Care (CLTC) designation and is the incoming President for a local chapter of the PA National Association of Insurance and Financial Advisors (NAIFA).