Complimentary Event at Pine Avenue Community Center in Carlsbad, CA
Turning 65 Today
Navigating Your Medicare Options
Pine Avenue Community Center
3209 Harding Street
Carlsbad, CA 92008
– Tuesday, June 27 at 6:00 p.m. – Thursday, June 29 at 6:00 p.m.
– Tuesday, June 27 at 6:00 p.m.
– Thursday, June 29 at 6:00 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
The world of Medicare can be intimidating and confusing, which is why we want to help ensure you are prepared as you turn 65. We offer easy-to-understand, comprehensive, informational tools to help guide you through the seemingly complex world of Medicare planning.
Join us for a complimentary and special presentation at Pine Avenue Community Center where we’ll cover any questions you may have, including:
- How does Medicare work?
- How do I figure out which plans my doctor accepts?
- How much will my prescriptions cost for the year?
- How are agents and independent brokers compensated?
We also cover which plan options are available in your area and what each plan entails, such as:
- Medicare Part A and B
- Medicare Advantage Plans (Part C)
- Prescription Drug Plans (Part D)
- Medicare Supplement Plans (Medigap)
Do you have a Medicare strategy in place?
Don’t miss this information-packed event!
This complimentary presentation will show you:
Meet Your Hosts
Kelly J. Carter, Stephanie Wendt
Licensed Independent Agents
Kelly J Carter: CA Insurance License #oE89958
Stephanie Wendt: CA Insurance License #2127344
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and CreativeOne Wealth, LLC are not affiliated.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.