Medicare enrollment is a milestone for each of our clients.

We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help.

We will help you:

  • Understand your healthcare needs as you reach Medicare age
  • Approach Medicare enrollment with confidence
  • Navigate Medicare’s complicated rules and deadlines
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠ Managing Director of Client & Community Engagement

Tom Parks, Director of Retirement Plan Services

Webinar: Annex University: Medicare Basics by Annex Wealth Management