Thursday, September 25, 2025 | 6:00-8:00pm
You may have your financial plan ready for retirement, but are you confident you understand how to navigate the complexity of Medicare?
When you turn 65, you’re eligible for Medicare, but there are several things you need to be prepared for before you sign up.
That’s why we’re hosting a complimentary Medicare educational session for our valued clients and their friends/family. We welcome you to bring a friend, colleague, or family member with you who may be interested in learning more about Medicare as well.
Healthcare expert, Steve Tucker, is our featured guest, and he’s eager to fill you in on what you absolutely need to know about Medicare in advance of your retirement.
In this session, you’ll learn:
• What are the “four legs” of the Medicare stool
• The differences between Traditional Medicare and Medicare Advantage
• What is I.R.M.A.A and how it may impact you
• What are the historic reforms to Medicare Part D under the Inflation Reduction Act
• If you should retain employer sponsored coverage at age 65 or enroll in Medicare at that time (and how to avoid late enrollment penalties)
• What happens to your spouse’s coverage if he or she is younger than you and also insured on your employer’s plan when you become Medicare-eligible
• The difference between applying during your Medicare Initial Enrollment Period (IEP) and applying during a Special Enrollment Period (SEP)
• How and where to apply for Medicare during your IEP or SEP
• Which additional forms are necessary if you apply during an SEP
• What you need to know about traveling internationally with Medicare coverage
Steve also plans to answer all of your questions after his presentation.
We’re confident this will be a valuable information session, and we’re excited to make it available to you. If you’re interested in attending, please click on the RSVP button.
The event is scheduled for Thursday, September 25 at 6:00 p.m. The event will be held at the Double Tree Suites by Hilton, 2111 Butterfield Rd, Downers Grove, IL 60515, in the Cypress Elm Hawthorne room.
We look forward to hearing from you.
Sincerely,
Tom Fortino
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