The monthly workshops are a great opportunity to connect with those in the Orange County area and provide information on educational topics that interest our existing clients.
Fountain Valley, CA (PRWEB) September 13, 2013
The LPL financial advisors at IWM Partners today announced they will host a Medicare 101 and 2014 Plan Benefits workshop on Tuesday, October 8 at their Orange County office.
With Medicare open enrollment lasting from October 15 through December 7 this year, the workshop is a convenient time for those already enrolled or about to enroll in Medicare to learn policy and benefit updates for 2014 as well as the basics of Medicare eligibility, coverage and enrollment options. The workshop will be hosted by Insurance Specialist Carolyn Tomaka*, part of the IWM Partners team.
This workshop is part of IWM Partners’ monthly guest speaker workshop series focused on providing added value to clients and the Orange County community on topics varying from identity theft to estate planning to economic updates.
“The monthly workshops are a great opportunity to connect with those in the Orange County area and provide information on educational topics that interest our existing clients,” says IWM Partners LPL financial advisor Shawn Hochuli.
The workshop will include information on Medicare eligibility, the differences between Parts A, B, C, and D, coverage options, supplement insurance plans, and more. It is an opportunity for those already familiar with Medicare to find out what changes have taken place since last year, and for those who are just becoming eligible or who have friends and family becoming eligible to learn the basics of how Medicare works and what the options are.
Those interested in attending the workshop can RSVP on the IWM Partners website or by calling (714) 962-8000.
About IWM Partners
With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and retirement planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.
*CA Insurance Lic #0E93272; AZ Insurance Lic #971412
The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.