SCHULTZ RETIREMENT SOLUTIONS
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Medicare Workshop

This no-cost, educational session is designed to help you better understand how the Medicare program works, so you can feel more informed and prepared as you approach enrollment.

RSVP for a workshop

Who this workshop is for

This workshop is a good fit if you:

  • Are approaching age 65 and want to understand what Medicare is and how it works.
  • Are covered by an employer or retiree plan and want to know how Medicare may coordinate with your current coverage.
  • Have heard different things about Parts A, B, C, and D and would like a clear explanation.
  • Prefer to learn in a small, relaxed setting with time for general questions.

What we’ll cover

During the workshop, we’ll walk through key aspects of the Medicare program in clear, straightforward language, including:

  • What Medicare is and who is eligible.
  • How Parts A and B work and when enrollment is typically required.
  • A high-level overview of Parts C and D.
  • General considerations if you have other coverage, such as employer or retiree benefits.
  • Common questions we hear from people approaching Medicare for the first time.

The goal is to provide a helpful overview of how the program is structured and what to be aware of before deciding when and how to enroll.

What to expect during the session

  • A welcoming, small-group setting at our local venue.
  • Light refreshments as you arrive and get settled.
  • A guided presentation that explains Medicare in plain language.
  • Time for general Q&A at the end of the workshop.

The session is educational in nature. We do not use this time to recommend specific products or ask you to make any financial decisions.

RSVP for a workshop
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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. [email protected]
Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Schultz Retirement Solutions and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
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​17166 - 2017/11/27
  • Home
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