
Join our Free Educational Event Webinar designed to make Medicare decisions quick and easy- No Sales Pressure, Only Actionable Strategies.


"I truly appreciate the down to earth explanation of benefits. They took the time to answer all my questions. Their guidance helped me feel prepared and secure about my next steps."

"Seven Two Advisors made the complexities of retirement and Medicare easy to understand. Their personalized approach gave us real peace of mind."

"We had a great experience with Patrick—everything was explained clearly and tailored to our needs. We left feeling confident and well-informed about our retirement and Medicare options."
What are the 4 Parts of Medicare and how do they apply to your situation.
How to research plans annually and who do you need to contact to research for you.
The different enrollment timelines for individuals turning 65, employees still on healthcare coverage, and additional options to consider.
Income Related Monthly Adjustment Amount and who will be paying more for monthly premiums.
How to locate unbiased resources, plan summary documents, and websites to leverage to DIY your healthcare.
Adults turning 65 in the next 12 months
Individuals leaving their employer healthcare in the next 3 months
Caregivers and family members helping loved ones make decisions
Local Residents of Caldwell, Burke, Catawba, Watauga, Wilkes, Alexander, McDowell, Lincoln, Ashe, Cleveland, or Rutherford Counties

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is an educational webinar with general Medicare information from Medicare.gov website. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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