Podcast: Medicare Open Enrollment – Understanding Your Options

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D Kelly-Dohse
Denise Kelly-Dohse, CFP®
Vice President, Wealth Advisor, Vice President, Wealth Advisor, Canandaigua National Bank & Trust
[email protected]

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured CNB's Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Tina Scahill of Ahrens Benefits Company.

Broadcasted on September 25, 2021

For questions, feel free to contact Denise Kelly-Dohse.

Medicare Open Enrollment – Understanding Your Options   Audio Clip  

Open Enrollment Overview

Medicare Basics

Navigating the Open Enrollment Process

Special Considerations, EPIC, and the Importance of Working with an Expert

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Posted by Estey Gerstner at 10/27/2022 02:36:59 PM