Transitioning to Medicare

Webinar - Matthews, NC

Your host will be Bill Romeo CFP from the Everest Retirement Planners Matthews, NC office.

Click HERE to register

Baby Boomers are asking:
• When do I sign up for Medicare?
• How do I sign up for Medicare?
• How does Medicare work with the insurance I’ve already got?
• What happens to my insurance when I retire?
• What can I expect to pay for my healthcare down the line?

Attend if:
• You are age 60 and over.
• You are concerned about retirement health care expenses.
• You plan to take Medicare soon.
• You are not clear on how your existing insurance works with Medicare.
• You are ready to start planning.

In this half hour presentation, you’ll learn:
• How Medicare coordinates with other forms of insurance, like group health plans
and COBRA.
• Who needs to enroll in Medicare and when.
• How to enroll in Medicare.
• How to effectively transition to Medicare, while keeping all the deadlines in mind.

Please try to sign in 5-10 minutes early so that we can start on time. Questions or need more information? Please call us at 704.708.5001 or send an email to