Webinar | Avoiding Medicare Mistakes in Retirement

Join PBMares’ Senior Wealth Advisor, Daniel H. Yoo, CFP®, CEPA®, CM&AA®, as he talks with Margo Steinlage Kreider, J.D., President and co-owner of Steinlage Insurance Agency. In this live webinar, Margo will demonstrate the importance of integrating Medicare strategy into your retirement plan to maximize the Medicare experience. She’ll cover Medicare Secondary Payor (MSP) rules, enrollment regulations, Part D changes and critical variables.

WEBINAR:
Avoiding Medicare Mistakes in Retirement
Wednesday, July 23, 2025
Noon – 1:00 PM EDT

Read more and register on our PBMares Wealth Management website.

READ MORE & REGISTER

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.

ABOUT THE AUTHOR(S):

Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Wealth Advisor and Certified Financial Planner™, Daniel Yoo builds relationships with entrepreneurs, executives and their families to achieve financial harmony with their personal and business goals. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.

The information contained in this article is for informational purposes only, and cannot be relied upon for legal, financial, tax, or accounting advice. Any specific questions you may have can be sent to www.pbmares.com/contact and we would be happy to assist you.