Speaker

Marcia Mantell, RMA®, NSSA®, EPA®

Moderator

Jonathan Harrington, CFP®, MSFP, MST

About this event

The annual Medicare Open Enrollment Period opens on October 15th. It closes on December 7th. Do you know what changes are coming for 2026 and the steps you'll need to take to select the best plan for next year? 

 There are more changes than usual coming in 2026. 

 At Milestone Financial Planning, we want you to understand what's changing and be well-informed to avoid common mistakes. This live session is for everyone, but those on Medicare will find it especially important. And anyone 55 and older will get a head start on learning why Medicare takes time to fully understand. 

  • Please join us for a conversation with Medicare maven, Marcia Mantell. She'll help you navigate the madness of the season: 
  • Get the latest on premium costs and IRMAA upcharges 
  • See the dramatic changes in Part D plans, pricing, and availability 
  • Get a list of insurance companies cutting their Medicare Advantage plans 
  • Understand what you can and cannot change during the Open Enrollment Period 
  • Compare and contrast Medicare Advantage Plans vs. Original Medicare with a Medigap 
  • Leave the event with an action plan for exploring changes that may impact your 2026 budget 

Event Contact

Disclaimer:

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.

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