Free, education-only
Upcoming events
Live on Zoom, about one hour, with time for questions. Every event is free and recorded, so you can register even if you can’t make it live.
Coming up
Turning 65: Medicare and Retirement Planning in One Hour
[Month Day] · [7:00 PM] ET · Zoom · Free
When to sign up, how Medicare fits your retirement income, and the New Jersey details most people miss.
Medicare and Taxes: IRMAA, Roth Conversions and Your Premiums
[Month Day] · [7:00 PM] ET · Zoom · Free
How income decisions in your 60s change what you pay for Medicare two years later.
Working Past 65? Medicare and Employer Coverage
[Month Day] · [7:00 PM] ET · Zoom · Free
When you can stay on your employer plan, when you can’t, and how to delay Part B safely.
Missed one? Watch past events.
For financial professionals: co-host an event
Bring your clients and prospects a free, education-only event. We handle the topic, invitations, registration and follow-up. Co-branded materials go through your firm’s approval first.