Retiree Health Coverage
Retiree Health Coverage Information
These no-cost workshops are designed for individuals turning 65 and those getting ready to retire.
Reserve your free tickets here or call or text Will at 419-502-9150 to reserve your spot. Space is limited!
Location: 232 Jackson St. Sandusky, OH 44870
- Strictly educational with no sales pitch, no sign-in sheet, and no pressure
- Zero cost to attend
- Bring nothing but a friend or your spouse (we’ll have light snacks and bottled water)
- An open space for you to ask questions and get involved in your Medicare and retirement plan
Medicare 101
Understanding the basics of Medicare helps individuals make informed decisions about their health coverage as they age into eligibility. It lays the foundation for choosing the right plan and avoiding costly mistakes.
Avoiding Penalties
Learning how to avoid Medicare-related penalties ensures you don’t face unnecessary late enrollment fees or gaps in coverage, which can have long-term financial consequences.
Moving from an Employer Group Health Plan to Medicare – Smartly
Knowing how to transition from employer coverage to Medicare helps avoid coverage overlaps or gaps and ensures a smooth, cost-effective switch at the right time.
Medicare Supplements vs Medicare Advantage
Understanding the differences between these options allows individuals to choose the plan that best fits their health needs, budget, and preferred level of provider flexibility.
401(k) and IRA Rollovers
Properly managing rollovers can help preserve retirement savings, avoid tax penalties, and align investments with long-term financial goals.
Taxes and Retirement
Learning how taxes impact retirement income helps retirees keep more of their money, plan withdrawals wisely, and avoid unexpected tax bills.
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