Medicare 101 Workshop in Harvey, LA

Presenters:

Carrie Provenzano

Co-founder of Hedged Private Wealth LLC, Carrie is a licensed Investment Advisor Representative with over three decades of combined experience in the industries of management, insurance, and financial services. Throughout her career she has worked closely with retirees developing contingency plans that provide necessary guarantees, allowing them to not only reach their retirement goals, but also provide the peace of mind knowing that they will never run out of money in retirement. She has extensive knowledge and experience in assisting her clients with Medicare planning and benefits selection to solve critical healthcare needs. She often refers to what she does as “making everyday a Saturday” for her clients. She emphasizes the need to adjust investment plans as goals and needs change. As a fiduciary, she will treat your financial goals with the same care and interest that she devotes to her own. She looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.

Mary Boudreaux:

Mary Boudreaux is a seasoned professional with extensive experience in both the insurance and financial sectors. As a Medicare Advisor and Licensed Insurance Agent since 2016, Mary has helped countless individuals navigate the complexities of healthcare coverage with expert guidance and personalized service. Alongside her partners, Mary also assists clients in retirement planning, leveraging her expertise to help individuals prepare for a secure and fulfilling retirement. Prior to her career in insurance, Mary served as the Vice President of Accounting for a prestigious financial institution for 25 years, where she demonstrated exceptional leadership and financial acumen. With a college degree in General Business with an emphasis in Accounting, Mary brings a strong educational background to her roles, ensuring her clients receive the highest standard of expertise and professionalism. Passionate about empowering others to make informed financial decisions, Mary is dedicated to providing comprehensive support and tailored solutions to meet the unique needs of each individual she serves.

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.

Host or Publisher Carrie Provenzano