Speaker
Marcia Mantell
Retirement Consultant
About this event
The annual Medicare Open Enrollment Period runs from October 15th to December 7th. Do you know the steps to take to ensure you’re getting the best deal?
With significant changes coming in 2025, it’s crucial to start planning now. At Milestone Financial Planning, we’re committed to keeping you informed, ensuring you can take full advantage of these updates. This live session is tailored for individuals on Medicare and those aged 55 and older, offering valuable insights to help you navigate the transition with ease.
Join us for a conversation with Medicare expert Marcia Mantell, where you’ll learn how to:
Milestone Financial Planning, LLC (“Milestone”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
Event Contact
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
