North Coast Executive Consulting

Medicare Options 101 sprd by Fifth Third Private Bank

Date: Tuesday, November 13, 2012
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Ave.
Speaker: Kelly L. Walter

LOCATION:        The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage, located at 740 Euclid Ave. with entrances on Euclid & Prospect, to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)

About the program…
The Medicare insurance market has undergone significant changes over the course of the last several years.  Unlike seniors of yesteryear, baby-boomers now have far more options, choices and decisions they must make on an annual basis that greatly impact how they obtain their Medicare Benefits.  Consequently, it is important Medicare beneficiaries understand their exposure to medical out-of pocket costs under each type of plan.   With condensed annual enrollment periods and a continually evolving marketplace, it is imperative that seniors have access to qualified advisors and resources that assist in deciphering all of the options.
 
About the speaker…
Kelly L. Walter, President of KW Consulting, Inc., has over fifteen years of health care, insurance and employee benefit consulting experience.  Walter specializes in the development, design and management of progressive employee benefit solutions for small businesses, including consumer-driven health plans such as Health Savings Accounts (HSAs) and Health Reimbursement Arrangements (HRAs).  She also consults with individuals, both pre-and post-age 65 for individual health care and Medicare solutions suitable for an individual’s coverage needs and budget.  Walter has been heavily focused in the senior market over the past five years, obtaining her yearly America’s Health Insurance Plans (AHIP) Medicare Advantage and Part D Plan Certification along with independent certifications from the top senior product carriers in the country.
Michael W. Matile, Program Chair
 
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 11/12/12.   Meeting cost is $35 for members at the door and $35 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 11/12/12 to avoid a no-show reservation billing.
 
Purchase a table at the monthly luncheon… $200 / six guests.(Submit names to admin@epccleveland.org by 11/09/12.)
 
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees that feel the program satisfies their continuing education requirements. 
 
To Reserve - Click "RSVP Now!" below.
 
This event is sponsored by:
 

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