Thursday, OCT 20th: UNDERSTANDING MEDICARE Workshop

Preparing for Medicare Open Enrollment - Noble Horizons  Thursday, October 20th

presenter David Marsh

David Marsh, CRPS, AIF®, CPFA Financial Planning Consultant with Raymond James Financial Services, Inc. did a great job breaking down the complex topic of MEDICARE. Guests learned about the 4 parts of Medicare; Medicare coverage options; Medicare enrollment and what mistakes to avoid; along with what’s covered (and what’s NOT!). David also discussed Medicare “Bankruptcy” and what YOU can control. Guests asked dozens of questions and really took advantage of Mr. Marsh’s expertise.

Client Vierra H. wins door prize Tom & David pulling door prize

 

Save the Date & We’ll Save You a Seat!  

(Space is limited so call today!)

Call 860.646.2465 or email MariaM@BorgidaCPAs.com

IN-PERSON or ONLINE!

All workshops are held at:

Borgida & Company, P.C. 360 East Center Street, Manchester, CT

 

A light dinner will be served, followed by the presentation with time for questions & answers.

*Bring a guest for an extra entry into our door prize give-away!

**There is no fee for this event. However, we will be accepting non-perishable donations for our 17th annual MACC Food Drive from Sept. 19 – Nov. 16, 2022.

 

Thomas F. Scanlon is a member of the American Institute of Certified Public Accountants and the Connecticut Society of CPA’s. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Borgida & Company, P.C. is not affiliated with nor endorsed by Raymond James Financial Services, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of Brooke Evans or Louis A. Spadaccini. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.