Medicare Planning

Chris Dolan, Sr. Financial Planner, Baird and Iris Nelson, Licensed Agent, ClearMatch

Medicare Open Enrollment is approaching quickly (Oct. 15th – Dec. 7th), and may be top of mind for many. Additionally, this is for those who are at, or are approaching, Medicare age and are seeking trusted professionals to assist them through enrollment.

Baird’s Financial Planner, Chris Dolan, and Baird’s Healthcare Partner, Iris Nelson from ClearMatch Medicare, discuss Medicare planning to help you be prepared to navigate Medicare in general, through open enrollment, as well as share common misconceptions and mistakes. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.