Hello!
Open enrollment is fast approaching. As a part of our standard of care for you, we are here to help facilitate review of your Medicare Drug plan, and supplement plans (if needed). If you are coming off a workplace plan, we’re here to help with this too.
https://www.youtube.com/watch?v=RGCyPzZBF9s
Even if your supplement plan is perfect, drug coverage changes frequently, and it can be useful to know how those changes impact the amount you pay for your prescriptions each year.
If you’d like our aid in determining what your plan looks like next year, respond to this message or give us a call and we will schedule time to review with our partner providers.
Join us for this timely Baird Wealth Strategies client webinar on Wednesday, October 19, at noon (CT), on Medicare. Christopher Dolan, MBA, CFP®, Financial Planner at Baird Baird’s Healthcare Partner, Iris Nelson from ClearMatch Medicare, discuss Medicare planning to help you be prepared to navigate Medicare in general, through open enrollment, as well as share common misconceptions and mistakes. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
Medicare Open Enrollment is approaching quickly (Oct. 15th – Dec. 7th), and may be top of mind for many. Additionally, this is for those who are at, or are approaching, Medicare age and are seeking trusted professionals to assist them through enrollment.
We are thankful for you!
Sincerely,
Adam and Michael