A Two-Part Retirement Education Series
Presented by Lynda Lander, CFP®
Advisor, John G. Ullman & Associates
Session One: Thursday, September 3 | 6:00 p.m.
Session Two: Thursday, October 8 | 6:00 p.m.
Location:
John G. Ullman & Associates Headquarters (343 Daniel Zenker Drive, Horseheads, NY 14845)
Healthcare is one of the most significant—and often most confusing—aspects of retirement planning. Understanding Medicare, evaluating your healthcare coverage options, and preparing for future medical expenses can play an important role in protecting both your health and your financial well-being throughout retirement.
Join Lynda Lander, CFP®, for this two-part educational series designed to help retirees and pre-retirees better understand Medicare, navigate important healthcare decisions, and learn how healthcare planning fits into a comprehensive retirement strategy.
Whether you’re approaching age 65, planning to retire before becoming eligible for Medicare, or already enrolled and looking to better understand your options, this series will provide practical education to help you make informed decisions with greater confidence.
Session One
Medicare Foundations: Understanding Traditional Medicare & Planning Before Age 65
Thursday, September 3 | 6:00 p.m.
The first session focuses on the fundamentals of Medicare and preparing for the transition into retirement healthcare.
Topics include:
- Understanding Medicare eligibility and enrollment timelines
- Reviewing Traditional Medicare Parts A and B
- What Medicare covers—and what it doesn’t
- Understanding Medicare premiums, deductibles, and out-of-pocket costs
- Planning for healthcare expenses in retirement
- Health insurance options for individuals retiring before age 65
- Common Medicare enrollment mistakes and how to avoid them
Session Two
Completing Your Medicare Strategy: Medicare Advantage, Medigap & Planning for Healthcare in Retirement
Thursday, October 8 | 6:00 p.m.
Building on the first session, we’ll explore the coverage options available after enrolling in Medicare and discuss how healthcare planning supports long-term retirement success.
Topics include:
- Understanding Medicare Advantage plans
- Understanding Medicare Supplement (Medigap) plans
- Medicare Part D prescription drug coverage
- Comparing Medicare Advantage and Medigap
- Budgeting for healthcare costs throughout retirement
- Medicare and retirement income planning
- Long-term care considerations
- Building a personalized retirement healthcare strategy
Who Should Attend?
This educational series is designed for:
- Individuals approaching Medicare eligibility
- Adults planning to retire within the next 10 years
- Early retirees planning for healthcare before age 65
- Current Medicare beneficiaries looking to better understand their coverage options
- Anyone interested in incorporating healthcare planning into their overall retirement plan
What You’ll Learn
By the end of this series, you’ll have a better understanding of:
- How Medicare works and when you become eligible
- The differences between Traditional Medicare, Medicare Advantage, and Medicare Supplement plans
- Healthcare coverage options before Medicare eligibility
- How healthcare costs can affect retirement planning
- Strategies for preparing for healthcare expenses throughout retirement
- Questions to ask when evaluating Medicare coverage options
- How healthcare planning fits into a comprehensive retirement strategy
Reserve Your Spot
Space for this educational series may be limited. Register today to attend this two-part, in-person program and gain valuable insights into Medicare, retirement healthcare planning, and the coverage decisions that can help support your long-term financial well-being.
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