SecureBridge Wealth Advisors

The webinar will cover the importance of integrating Medicare strategy into your retirement plan and will include the following:

• Medicare rules for those working with large employers, small employers, and solo practitioners.
• Important Medicare enrollment regulations and timelines.
• Upcoming changes to Medicare Part D under the 2023 Inflation Reduction Act.
• Variables to consider when forming your retirement and healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules.

We welcome you to share this invitation to assist those you care about with informed Medicare decisions.

This past year has resulted in some of the most significant changes to the college planning process in decades.

· Admission trends have changed around how colleges admit students

· Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests

· The number of schools on the “more selective” list continues to grow

· Substantial changes to the FAFSA and financial aid may make college more expensive

Join SecureBridge as we partner with national college expert, Heidi King to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.