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Social Security & Medicare: Your Questions Answered
• When is the best time to take Social Security?
• Benefits for widows and divorces
• Key Differences Between Original Medicare vs Medicare Advantage
• Why Reviewing Your Drug Plan Annually is Essential
• How can Medicaid pay for long-term care?
• What are Medicaid triggers and how do I know if my trust has them?
• What is “Living Probate”?
• Why should I have my trust reviewed?

Aug 18, 2021 10:00 AM in Arizona

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Speakers

Matthew Fitzgerald
Financial Advisor @Edward Jones
Matthew is a native to Northern Arizona and has been with Edward Jones since 2016. He believes in focusing on what is most important to his clients to be able to help them reach their financial goals. Matthew has been recognized for several years in a row for exceeding client and business goals. Matthew lives in Cottonwood, AZ with his wife and daughter. He enjoys supporting the community and currently serves on the board of the Humane Society of Sedona.
Jonathan Linford
Partner, Attorney at Law @Morris Hall
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2018-2020 by Sedona Readers' Choice.
Ryan Steinert
Owner @Your Medicare Helper
Ryan has been assisting people with Medicare for 14 years. He spent 7 years billing Medicare for 3 skilled nursing facilities. Ryan started his own insurance agency and began assisting individuals full time with all aspects of Medicare including supplement plans, Advantage plans and part D drug plans. He understands how the plans work. He now focuses his time on helping people navigate through Medicare options.