September 10th 12:00-12:45pm (MST)
Healthcare and Your Retirement Workshop
September 10th, 2026 12:00-12:45 PM (MST)
Healthcare and Your Retirement
We are pleased to welcome Julia Fuentes, Financial Planning & Coaching Senior Specialist with Vanguard Financial Advisor Services, along with Mark Roberts, an independent Medicare agent and owner of Apex Health & Wealth, for an educational workshop designed to help you better understand Medicare and make more informed decisions about planning for health care expenses as you approach retirement for yourself, your family, and your friends.
What We Will Cover
- How to plan for pre‑retirement and post‑retirement health care costs
- The ABCs of Medicare and common, costly mistakes to avoid
- What factors affect your Medicare premiums
- An introduction to Medicare’s Income‑Related Monthly Adjustment Amount (IRMAA)
- What to do during Medicare’s open enrollment season
- Long‑term care considerations and planning insights
- The role of an independent Medicare agent and what to expect if you choose to work with one