Dorset, VT – – August 27, 2024 – –

Envest Asset Management (EAM), a boutique New England wealth management and financial planning firm, is inviting newly retired or nearing retirement Vermonters to a free “Medicare 101” workshop from 5:30 to 7:00 p.m. Wednesday, September 25 at The Barn at Center Hill, 106 Center Hill Road in Manchester Center. On-site parking will be available and overflow will be accommodated across the street (behind Starbucks).

Attendance is FREE and there is no obligation to work with Envest Asset Management afterwards. However, registration is required as space will be limited.

Interested residents can sign up by emailing karen.ogden@envestam.com or calling 203-848-9981.

While seniors have a 7-month window to apply for Medicare (3 months before they turn 65 to 3 months after), one’s journey should start long before turning 65. The seminar is designed to leave attendees feeling empowered to navigate the enrollment process and to take on their next chapter.

Presented by Karen Ogden, CFP® and James Osborn, CPWA®, the following topics will be explored:

·       Transitioning from Existing Health Employer Insurance Coverage

·       Enrollment Periods

·       Managing Income to Minimize Surcharges

·       Coverage Types and Options: Medicare Original/Advantage, Parts A-D + Medigap

·       Planning for Lifetime Expenses (Premiums, Out-of-Pocket + Long-Term Care)

·       Other Hidden Fees and Penalties

In addition to reviewing publicly available resources and how to actually submit an application, a Q&A will be held. Light hors d’oeuvres and beverages prepared by local Chef Amy Chamberlain will be served.

For more information contact: Karen Ogden at karen.ogden@envestam.com or calling 203-848-9981.

www.envestam.com

About Envest Asset Management,LLC
Independent, fiduciary, fee-only, client obsessive – EnvestAM provides financial planning and investment management to individuals, families, businesses, and non-profits focused on sustainable investments and environmental, social and governance factors. Its partners have over 50 years combined experience involved with social responsibility, sustainability, and finance. The partners are Wall Street veterans having worked at some of the largest investment banks. EnvestAM is a fiduciary advisor in CT and VT that is a Certified B Corp and 1% for the Planet member providing services to its clients throughout the U.S. and abroad.