proposal for olli locations nationwide

Medicare ABCs
Live Webinar

OCTOBER 7TH, 2024

2:00 pm ET

Duration: 90 minutes, I will stay as long as questions exist.

peak 65 is here in 2024

In 2024, more people will become eligible for Medicare than any year in American history. 

Fnancial uncertainty resulting from unknown healthcare costs can be reduced via a proper understanding of Medicare, the cornerstone of retirement planning. 

medicare is vital

I have spoken to a countless number of audiences, with attendees from many backgrounds. That ranges from the wealthy to those that are financially challenged, from the healthy to the unwell, from PhDs to high school graduates. It has not mattered. No one understands Medicare.

 

agenda

Topic List:
Medicare Eligibility & Enrollment
Medicare Parts A & B
Prescription Drug Benefits
Medigap / Medicare Advantage
Mistakes to Avoid / Questions Welcomed

The focus is to provide insight on the publicly available information that may be true but may be incomplete or inadequate. The possible consequences of misunderstanding and miscommunication is very high and can lead to problems that cannot be easily fixed.

About jae oh, cfp

Author of Maximize Your Medicare

“Jae Oh’s Maximize Your Medicare is the best book I’ve read on understanding all of the Medicare options and how Medicare intersects with other health insurance options.”
—Wade Pfau, Professor of Retirement Income at The American College

Education Fellow

Mr. Oh is an Education Fellow at The Alliance for Lifetime Income, a non-profit 501(c)(6) educational organization based in Washington, D.C., that creates awareness and educates Americans about the value and importance of having protected lifetime income in retirement.

answers

How Do We Indicate Interest for Our OLLI Members?
First, click on the button, it will inform me that you are going to be publicizing the event.

A separate URL will be provided which you can share with your members. Note that your members will be required to inform me that they are a member of your OLLI location.
Reason: the public is unaware of the  professional risk taken by providing these free sessions.

Important: We do not have the time or resources to complete individual OLLI forms or applications, unless someone at Osher Foundation creates a singular one. The process is fragmented, every location has a different timeline, and all materials are included in the PDF, which you can download, copy and paste without limitation.

Are webinars available to individual OLLI locations?
No, scheduling with individual OLLI locations is too difficult due to timing differences and my limited availability, in addition to the increasing professional risk previously mentioned.

Are webinars available to individual OLLI locations?
No, scheduling with individual OLLI locations is too difficult due to timing differences and my limited availability, in addition to the increasing professional risk previously mentioned.

Will there be a cost to OLLI members? No.

Are private services available?
Yes, it has been my firsthand experience that almost no one seeks this. This is almost-certain evidence that the audience is underestimating the task at hand.

Can we store the video for future or reference use?
No, recording, photos, and distribution are not allowed. Known violation will result in an immediate discontinuation of the presentation, even if during the presentation.

Will the registrant email be shared, sold or distributed?
No, we will strictly follow my firm’s privacy policy. Attendees will become automatically  subscribers to the free edition of a newsletter (Jae’s Corner), which has no obligation. You can read Jae’s Corner by clicking here.

We have further questions. What do we do?
You can download a copy of this proposal by clicking here. Email: jae at jaewoh.com. I will respond within 48 hours.

Appearances