Smart Medicare Decisions at Every Stage: A Five-Session Medicare Education Series for Attorneys

Smart Medicare Decisions at Every Stage
A Five-Session Medicare Education Series for Attorneys

March 11
9 am – 10 am on Zoom
Avoid Costly Medicare Surprises Later: What Attorneys Ages 55–65 Need to Know Now

As an attorney, you help clients avoid costly mistakes every day. But when it comes to Medicare, even experienced professionals can be caught off guard.

Avoid Costly Medicare Surprises Later: What Attorneys Ages 55 to 65 Need to Know Now is a timely, one-hour program designed specifically for legal professionals who want to make informed decisions before transitioning to Medicare.

The choices you make during your final working years can have lasting financial consequences. This session focuses on the critical planning issues attorneys face between ages 55 and 65, including how Medicare coordinates with employer coverage, the risks of COBRA and delayed enrollment, lifetime premium penalties, retirement timing considerations, and income-related surcharges.

You will learn how to:
• Make employment and coverage decisions today that can help reduce future Medicare costs
• Navigate key enrollment timelines and avoid permanent late-enrollment penalties
• Understand how Medicare works alongside firm benefits, COBRA, and private coverage
• Apply planning strategies that help minimize lifetime costs and prevent costly surprises
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Whether you are approaching retirement, continuing to work past age 65, or planning a phased transition, this program provides the clarity you need to make confident Medicare decisions and avoid costly surprises later.