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. She’ll cover Medicare Secondary Payor (MSP) rules, enrollment regulations, Part D changes and critical variables.
WEBINAR RECORDING:
Avoiding Medicare Mistakes in Retirement
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Read more about this webinar on the PBMares Wealth Management website.
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.
