Avoiding Medicare Mistakes in Retirement
Avoiding Medicare Mistakes in Retirement
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About this Webinar
At Cassaday & Company, we're committed to helping our clients navigate every aspect of retirement planning. As you approach Medicare eligibility, understanding your options and key enrollment decisions is an important part of that process. To provide additional education on this topic, we're pleased to partner with Margo Steinlage of Steinlage Insurance Agency for this complimentary webinar.
What You'll Learn
- Medicare eligibility and enrollment timelines
- Understanding Medicare Parts A, B, C and D
- Comparing Medicare coverage options
- Income-Related Monthly Adjustment Amount (IRMAA) and Medicare premium appeals
- 2026 Medicare and Affordable Care Act updates for early retirees
This session is designed for individuals who are new to Medicare or approaching the transition from employer-sponsored health coverage into retirement — including those turning 65, retiring and coming off group coverage, or helping a spouse or family member think through the decision for the first time.
Current Medicare beneficiaries may also find value in the session's updates on IRMAA, plan changes, and other 2026 considerations, even if the core content is geared toward those newer to the decision.
Please note: this session is not specifically tailored to retired federal employees or to the coordination of Medicare with the Federal Employees Health Benefits (FEHB) Program. If you have questions about your specific FEHB and Medicare options, we encourage you to contact our team.
About the Speaker
With over 15 years of health insurance industry experience, complemented with a law degree, Margo Steinlage Kreider has become a nationally recognized Medicare and ACA expert. Margo's team is a trusted resource for thousands of clients and works with wealth managers, CPAs, and HR Leaders across the country to integrate Medicare and ACA planning into their retirement discussions. Margo's mission is to maximize the Medicare experience and minimize the complexity. To learn more about Margo and her team, click here.
To view the webinar, click here: https://event.on24.com/wcc/r/5453361/EE3C57D3893051D9A9EB8D01203BC59F
