Our next client event will be held on October 11, and will feature George Gillespie as our special speaker. George is a counselor with the SHIIP (Senior Health Insurance Information Program) Office in Council Bluffs.
Medicare’s annual open enrollment season is an ideal time for you to shop around for new Medicare coverage — even if you have been happy with your current plan — to see if it is still appropriate for your needs. However, no insurance is being offered or sold at this client event. Dickinson Investment Advisors is not in the insurance business, and we are not recommending one policy over another. We offer seminars like these for informational purposes so as to help you make your own wise choices.
Here is the agenda for this presentation:
- Overview of Original Medicare (Parts A & B)
- Overview of Medicare Advantage (which includes Part D)
- The Annual Coordinated Election Period
- Changes in the laws related to Medicare for 2017
- Strategies for shopping for the best drug plan
- Q&A session
You can attend either the 2:00 pm session or the 7:00 pm session on Tuesday, October 11. The event will be held in our Training Room at 533 S. Main St. in downtown Council Bluffs.
Our client events are provided for your education as well as for you to invite guests to come along with you.
Please RSVP to our office by calling 712-256-4856.
[Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market information provided by Litman Gregory Advisor Intelligence.]