Whether you are planning to retire at age 65, working past age 65 or on Social Security disability, you will find the educational sessions we host in our 1907 Carriage House relaxing and informative. In fact, many people walk away relieved to know they now have good connections and trusted resources! Our interactive, classroom-style setting provides enough information to address everyone’s questions and concerns.
You may also contact us for a private meeting. Our services include assessing an individual’s eligibility and advising them on the proper timing to apply for Medicare Parts A and B including their effective date as well as helping choose from over 300 plan options available in our area. We feel insurance planning should be a part of everyone’s comprehensive financial plan. It’s important to utilize a knowledgeable advisory team to avoid unknowingly missing out on benefits and making costly mistakes.
Our next Medicare Educational Event is on Tuesday, March 24th in our 1907 Carriage House (located directly behind our office at 3008 Columbia Avenue). Please give us a call for more information as well as to reserve your seat(s). Visit our Home Page -> Upcoming Events tab.