Medicare 101 Workshop in Appleton, WI

No Agent/Brokers/Advisors Permitted.

Millions of Seniors rely on Medicare for health coverage in retirement, but new data tells us that a frightening number of older Americans are confused about the program's most basic rules. In a recent quiz distributed among adults aged 60 to 64, 65% failed to answer most questions correctly. Specifically, 42% of older workers thought that both Medicare Parts A and B are free. Additionally, 37% thought that filing for Medicare and Social Security together was a requirement. Another 34% didn't know that Medicare won't pay for health coverage outside of the U.S.

Even if you do fully understand Medicare and how it will affect your healthcare in retirement there are good reasons to attend this workshop where experts will be able to answer all your questions.

In this Medicare Workshop, we'll be covering everything from the basics to the most complicated segments of Medicare.

Here are a few of the topics that we'll be covering in this Workshop:

• How and when should I sign up for Medicare?

• What do I need to know before enrolling in a Medicare plan?

• What are Medicare parts A, B, C, and D?

• Medicare coverage, cost and the need for supplemental insurance.

• Will you have an Income Related Monthly Adjustment?

• How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs

• How to get extra assistance paying for prescription drugs in retirement

• Which plan is right for you

Prescription Drug Plans:

• Learn about enrollment periods and potential penalties

• How to accurately project expenses on a Prescription Drug Plan

• How to maximize your benefit from your PDP

• Gain a better understanding of PDPs

• Legal changes coming to PDPs in the next few years

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investment advisory services offered through Duell Financial Strategies, LLC, a Wisconsin-Registered Investment Adviser. Duell Financial Strategies does not provide legal or tax advice. Investment Adviser Representatives of Duell Financial Strategies may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.

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