Sign up for the next Financial Planning "Todd Talk" below.

Image

About the Financial Planning “Todd Talk”

When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I'm still covered by a health plan at work, how is Medicare different from my private insurance?

Blue Rock's Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O'Neil answer all these questions and then some in the latest "Todd Talk". From the ins and outs of Medicare to the role it plays in your financial plan, this is a must-watch for anyone approaching retirement or in retirement.

Topics discussed during this "Todd Talk" include:

  • What is Medicare, who is eligible
  • What Medicare does and does not cover
  • The history of Medicare
  • How Medicare can fit into your financial plan
  • Examine Medicare vs Medigap

Stay informed about our next Financial Planning “Todd Talk” with your RSVP above!

Sign up for the next Financial Planning "Todd Talk" below.

Todd Roselle for Todd Talk

About the Financial Planning “Todd Talk”

Blue Rock Financial Group proudly hosts a regularly scheduled educational event open to the public. Each month we tackle a new topic, invite a guest speaker, and hear from the experts regarding some of the hottest topics in the financial world. To read about some of the previous Financial Planning "Todd Talks" click HERE.

Some of our previous topics include:

  • SECURE Act: Impact on taxes and retirement
  • Presidential Election Tax Analysis
  • Inflation in 2022
  • Real Estate at the Delaware Beaches in 2022
  • Understanding Medicare & Medicare Supplements

Stay informed about our next Financial Planning “Todd Talk” with your RSVP above!

Catch Up on Past Todd Talks