Medicare Webinar with Zach Morris, CFP and Howard Silvermintz
Monday, July 24th at 12:00 pm Eastern
Wednesday, July 26th at 12:00 pm Eastern
Attend this webinar and learn about:
Medicare Sign-Up: Understanding the Process and Timing
Essential Factors to Consider Before Enrolling in a Medicare Plan
Unpacking the Components of Medicare: Parts A, B, C, and D
Examining Medicare: Coverage, Expenses, and the Importance of Supplemental Insurance
Key Information for Open Enrollment Periods
Exploring the Possibility of an Income Related Monthly Adjustment
Hosted by: Zach Morris, CFP®will be presenting. Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He has his Certified Financial Planner designation. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.
Howard Silvermintzwill be joining Zach. Howard is the founder of Tier One Capital of Georgia, LLC, has a rare talent for ferreting out holes in his clients’ financial strategies. He believes the safest road to financial certainty lies in maintaining as much liquidity as possible. Constantly thinking ten steps ahead, Howard can show you how to avoid losing money to unnecessary fees, interest, and taxes, by leveraging insurance to build wealth as well as protect it. Howard entered the financial services industry over 30 years ago, working with John Hancock in St. Louis Missouri. Although he has called Atlanta home for decades, his “Show Me State” roots run deep. He’s a lifelong fanatic of the St. Louis Cardinals and a proud graduate of the University of Missouri, Columbia. (Go Tigers!) And he loves the SEC.
How Much Do You Know About Medicare Benefits
Decoding the complexities of Medicare:
Navigating the ins and outs of Medicare can be overwhelming for the majority of individuals who are eligible. Moreover, there exist coverage gaps within Medicare that can be filled with a Medicare Supplement. With an array of Medicare Supplement plans available, each tailored to different needs, it’s time to discover the options that align with your budget.
Our one-hour webinar is meticulously designed to provide you with comprehensive and current information, education, and knowledge, enabling you to confidently prepare for Medicare. We’ll delve into Medicare supplements, Medicare Advantage Plans, and Medicare Part D options.
Medicare is a multifaceted program, and understanding its inner workings can greatly benefit you in maximizing your entitlements. Join us on July 24th from 12 PM to 1 PM and July 26th from 12PM to 1PM, as we guide you through the process of making informed decisions about your Medicare benefits.
Please note that this event is independent of and not endorsed by the United States Government or the Federal Medicare program.
Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He has his Certified Financial Planner designation. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.
Howard is the founder of Tier One Capital of Georgia, LLC, has a rare talent for ferreting out holes in his clients’ financial strategies. He believes the safest road to financial certainty lies in maintaining as much liquidity as possible. Constantly thinking ten steps ahead, Howard can show you how to avoid losing money to unnecessary fees, interest, and taxes, by leveraging insurance to build wealth as well as protect it. Howard entered the financial services industry over 30 years ago, working with John Hancock in St. Louis Missouri. Although he has called Atlanta home for decades, his “Show Me State” roots run deep. He’s a lifelong fanatic of the St. Louis Cardinals and a proud graduate of the University of Missouri, Columbia. (Go Tigers!) And he loves the SEC.
