Articles

Podcast: Preparing for Medicare Annual Enrollment

 Permanent link
D Kelly-Dohse
Denise Kelly-Dohse, CFP®
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, Canandaigua National Bank & Trust, and Jane Ahrens and Tina Scahill of Ahrens Benefits Company.

Broadcasted on September 26, 2020

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

Preparing for Medicare Annual Enrollment Audio Clip
Medicare Eligibility and Enrollment
 

Supplemental Plans vs. Medicare Advantage Plans

 

Choosing a Plan

 

The Impact of Covid-19, EPIC, and Timeframes to Consider

 

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 02:28:24 PM 

&