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Navigating retirement planning can feel overwhelming, but you’re not alone. Our webinars are designed to help you make informed decisions about medical coverage, stand-alone plans like vision and dental, and retirement planning.

Upcoming Webinars

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Retirement Roadmap: An Overview of Social Security

11/14/2024

Join us for an in-depth look at Social Security and how it fits into your retirement plans. In this session, you’ll learn about the types of benefits available, how the Social Security Administration calculates these benefits, and essential considerations to help you make an informed filing decision. This webinar offers valuable insights to help you maximize your Social Security benefits in retirement.

Navigating Medicare Changes for 2025

11/19/2024

Join us as we explore the important changes expected in Medicare for 2025. This webinar will guide you through what to expect, how to review your current coverage to avoid surprises, and how changes in Medicare prescription coverage might impact you.

Medicare 101

12/3/2024

If you’re new to Medicare or need a refresher, this session is for you. Our Medicare 101 webinar covers the basics, including different parts of Medicare, enrollment periods, coverage options, and tips on choosing the best plan for your needs.

Health Insurance Before Medicare: The Affordable Care Act (ACA) and You

12/12/2024

Planning for health insurance before Medicare? This session covers the essential features and benefits of the ACA plans, what to consider before choosing a plan, and how to transition smoothly from ACA coverage to Medicare. Designed to empower you with knowledge, this webinar will help you make confident health coverage choices leading up to Medicare eligibility.

Retirement Healthcare Planning & Health Savings Accounts

2/11/2025

Explore the benefits of Health Savings Accounts (HSAs) and how they can support your healthcare needs in retirement. This session breaks down HSA contributions, limits, and how funds can be used to cover Medicare and long-term expenses. Whether you’re already saving in an HSA or considering one, this webinar will provide strategies to make the most of your HSA for retirement.