Navigating the Medicare enrollment process can feel overwhelming, with questions about when to enroll, which plan to choose, and what each part covers. Do you need a supplemental plan? Are prescription drugs included? And, of course, what will this all cost?
We understand that these questions can lead to confusion and uncertainty, whether you’re nearing retirement, assisting loved ones, or simply seeking to enhance your understanding of Medicare. That’s why we are excited to invite you to a free informative seminar featuring Keri Benton, Senior Benefits Consultant at TriBridge Partners.
Keri is Certified as a Broker Advisor in Medicare Supplements. Her licenses, certifications, and vast experience in working with seniors give Keri an informed process when helping her clients find the most suitable coverage to meet their lifestyle and medical needs.
Keri’s patient and understanding approach have earned her many, many referrals and her firm receives letters throughout the year from thankful clients whom she was able to help through the complex world of Medicare and Senior Healthcare
Join us on Tuesday, October 29th, at 1:00 PM via Zoom, as Keri demystifies the Medicare landscape and provides clear, actionable insights to help you make informed decisions. This is an invaluable opportunity to gain clarity and confidence in your Medicare choices. We look forward to seeing you there!
CPAs will receive 1 hour CPE
Sponsored by
CST Group is a certified public accounting firm serving the Washington, DC metro area for over 50 years. We provide comprehensive accounting, tax, and business advisory services for entrepreneurs, investors, closely held businesses and their owners. CST is recognized as one of the top CPA firms in the country. Our mission is to deliver forward-thinking client-centric solutions and industry-specific expertise from top-tier professionals. CST uses a consultative approach to help clients make progress toward goals and works to optimize their financial performance.
TriBridge Partners is a firm of specialists in Employee Benefits, Individual Insurance and Financial Planning, and Business Enterprise Planning. Our client focus is assisting professional organizations and closely-held businesses. Our structure is to have the experienced professionals in the areas of insurance and financial services that are needed by our clients, be they: Management purchasing on behalf of employees; Individuals seeking to coordinate their planning with benefits from an employer; or the Enterprise seeking to structure itself effectively for continuity and growth.