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Learn how to best integrate a Medicare strategy into your retirement plan. The seminar will:
Review Medicare rules for those working with large employers, small employers, and solo practitioners
Identify Medicare enrollment regulations and timelines based on recent changes
Discuss upcoming changes to Medicare Part D under the 2022 Inflation Reduction Act
Review how to bridge the gap from group insurance until Medicare
The seminar will be led by Kim Rubenstein, CFP® and Director of Financial Planning and Karl Steinlage, co-owner of Steinlage Insurance Agency.