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View Our Webinar


Join Halpern Financial's Melissa Sotudeh and Margo Steinlage Kreider, owner of Steinlage Insurance Agency, for an informative webinar on the importance of integrating Medicare strategy into your retirement plan.

The presentation will:

• Highlight Medicare rules in detail 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.

• Explore variables to consider when forming your retirement and healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules.

This webinar will be especially useful for those who are (1) about to turn 65 but planning to retire, (2) turning 65, or (3) already participating in Medicare.

Just enter your name and email address in the form here, and you'll immediately receive an email with a link to view the webinar.

240-268-1000