MEDICARE IN RETIREMENT WEBINAR

THIS PRESENTATION WILL COVER THE FOLLOWING TOPICS:

Medicare Deep Dive: Medicare Part A, B, Medigap and Part D, 2026 Cost Updates, and Coordination with FEHB and TRICARE

Tax Planning Strategies: IRMAA Management, RMD Planning, and Roth Conversion Opportunities

Retirement Income Withdrawals: Coordination with Social Security and Strategies to Generate Lifetime Income

SPEAKERS

J. Colin Miller | Founding Partner, Medicare Plan Partners

Shuo Li, CFP® CIMA® CHFC® | Founder / CEO, Allset Wealth

Danni Shen , CFA® | Co-founder / CIO, Allset Wealth

REGISTER BELOW

Tuesday, March 31st @ 7:00pm EST.

https://prudential.zoom.us/webinar/register/WN_htKW4P8PRG6nXnlo7Y8vHw

Please feel free to share this invite with anyone who may benefit from it. 

We look forward to seeing you!