Planning With Purpose Series: Session 5 - Medicare

What We'll Cover in Session 5

• Understanding Original Medicare (Parts A & B): Learn what Medicare covers, including hospital and medical services, common out-of-pocket costs, and important coverage limitations.

• Medicare Supplement vs. Medicare Advantage: Explore the key differences between these two coverage options, including costs, provider networks, out-of-pocket expenses, and how to determine which option may best align with your healthcare needs.

• Choosing the Right Medicare Supplement Plan: Understand how Medicare Supplement plans work, compare popular options such as Plans G and N, and learn how standardized benefits can help simplify the decision-making process.

• Navigating Medicare Advantage Plans: Explore premiums, provider networks, copays, prescription drug coverage, and additional benefits such as dental, vision, and hearing coverage when evaluating Medicare Advantage plans.

• Understanding Prescription Drug Coverage (Part D):Learn how Part D plans work, what costs to expect, recent changes to prescription drug coverage, and factors to consider when selecting a plan based on your medications and preferred pharmacy.

• Medicare Premiums, IRMAA & Enrollment Considerations: Understand how income can affect Medicare premiums, learn about the Income-Related Monthly Adjustment Amount (IRMAA), and explore important enrollment considerations to help you make informed coverage decisions.

Financial preparedness looks different at every stage of life. This webinar series will provide practical guidance on the key financial decisions that can help you protect your income, understand your benefits, and plan confidently for the future. Across multiple sessions, we’ll explore life insurance, long-term care, employee benefits, Social Security, and Medicare—giving you the knowledge and tools to make informed decisions today and prepare for what’s next.