In this webinar, PBMares’ Senior Wealth Advisor, Daniel H. Yoo, CFP®, CEPA®, CM&AA®, talks with Margo Steinlage Kreider, J.D., President and co-owner of Steinlage Insurance Agency. Margo demonstrates the importance of integrating Medicare strategy into your retirement plan to maximize the Medicare experience.
WEBINAR RECORDING:
Avoiding Medicare Mistakes in Retirement
Please fill out the form below for access to this recording and slides.
Webinar Highlights:
Medicare Secondary Payor Rules:
Detailed explanations for those working with large employers, small employers, and solo practitioners
Medicare Enrollment Regulations:
Up-to-date information on enrollment timelines and regulations
Medicare Part D Changes:
Upcoming changes for 2025 / 2026 under the Inflation Reduction Act (IRA)
Critical Variables:
Considerations when approaching Medicare eligibility, including Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, COBRA/Medicare rules, ACA and family planning.
About Margo Steinlage Kreider, J.D.
With over 15 years of health insurance industry experience, complemented with a law degree, Margo Steinlage Kreider has become a nationally recognized Medicare expert. Margo’s team is a trusted resource for thousands of clients and works with wealth managers, CPAs, and HR Leaders across the country to integrate Medicare planning into their retirement discussions. Margo’s mission is to maximize the Medicare experience and minimize the complexity.
Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials are not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.
Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
