Presented by
September 17, 2020 | 1:00 - 2:00 p.m. ET
Transitioning to Medicare: A Roadmap

About the Webinar

Transitioning to Medicare: A Roadmap
Many employees on your payroll nearing age 65 don’t know they can transition off the organization’s health insurance plan to Medicare. Educational services are available at no cost for both the employer and soon-to-be retirees through group seminars and private consultations from a non-biased retirement healthcare planning service team. When to enroll or defer Medicare Part B if not retiring at 65 and coverage guidance is supplied even to those near-retirees who choose to transition back to your employer plan the following enrollment year.

Questions? Contact Us!


Thursday, Sept. 17, 2020
1:00 - 2:00 p.m. ET





About the Presenter


Tracy Russo | President & CEO | HTA Financial
Tracy’s knowledge of the marketplace and products is unparalleled in the industry. She has the capability of utilizing a number of different instruments when determining the best solution for each client’s goals, objectives and budgets.

With an extensive career in insurance, Tracy brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance.  Throughout the years, she has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education.