Why make these decisions alone?
There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.
Let us be your guide.
At Global Wealth Management, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that's designed to answer some of Medicare's most pressing questions, such as:
How could my income affect my monthly Medicare premiums?
Do I need to sign up for Medicare Part A and B if I'm still working?
How can private insurance help me with the costs of Medicare?
How do I avoid the coverage gap with Medicare Part D prescription drug plans?
DAVE OLSEN Vice President of Client Services Wealth Manager
Dave has been serving clients in the financial services industry for over 10 years. He has a diverse background and experience in financial planning, investment strategies, and insurance planning. Dave ensures clients are receiving reliable, attentive service and ongoing advice to keep financial plans on track. He is Series 7, Series 66, and FL 2-15 licensed.
MEGAN REEVES Vice President of Healthcare Solutions
Megan attended Wofford College and The Medical University of South Carolina and holds a Master’s degree in Health Administration. She has experience in health insurance, financial planning, and management and holds her FL 2-15 insurance license and well as AHIP certification in Medicare Advantage, Supplemental Plans and Prescription Drug Plans. Megan works closely with new and existing clients to help them with the Medicare planning and insurance needs.
Events
Medicare Coffee Talk
We at Global Wealth Management know that while reaching retirement age qualifies you for a number of programs designed to address your unique needs, it also opens up a number of unique questions and decisions that many people simply are not prepared for. These decisions can often be challenging when you don’t have all the information available to you.
Join us and enjoy coffee and pastries as we help you understand your options before you enroll in any Medicare plan and help you understand your potential medical costs over a long retirement. Learn more about Medicare basics, Medicare supplements, prescription drug coverage, and dates to watch out for so you don't miss out on important deadlines.
All Medicare Coffee Talks are held at our Fort Lauderdale office located at:
2810 E. Oakland Park Blvd., Suite 101, Fort Lauderdale, Fl 33306
Webinar: “Medicare Planning: Making the Choice That’s Right for You”
This webinar will help you understand your options before you enroll in any Medicare plan and to consider your potential medical costs over a long retirement. Learn more about Medicare basics, Medicare supplements, prescription drug coverage, and dates to watch out for so you don't miss out on important deadlines.
