Age Group:
AdultsProgram Description
Event Details
Join Elville and Associates and Mr. Donald Oates, President of Whitehouse Financial Group for this timely in person presentation about Medicare. (Open Enrollment Is Right Around the Corner!)
The annual Medicare enrollment period runs from October 15th through December 7th. With over 38 years in the financial services industry, Mr. Oates brings extensive knowledge and experience to this important and helpful topic.
Among the points of discussion will be:
Medicare Supplement
- Open Enrollment
- Guaranteed Issue
- New Birthday Rule
Part D Prescription Plans
- Standalone Plans
- MAPD
Medicare Advantage Plans
- Veterans Plans
- Medicaid Plans/Special Needs Plans
- Standard Plans
Medicare Only
- Group Insurance
About Donald Oates: Graduated with a Bachelor of Science degree in Finance, College of Business & Economics, West Virginia University, Morgantown, WV. He worked for the Internal Revenue Service, and later obtained a Second Bachelor of Science degree in Accounting from the College of Business & Economics, Towson State University, Towson, MD.
His financial planning practice is broad-based including: financial planning for individuals and small businesses; recommendations of mutual funds, variable annuities, individual stocks & bonds, IRA Planning; and various insurance plans, including Medicare supplement plans, and disability income insurance. Specializing in pension rollovers and senior care issues. Read more HERE.
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Please register with an email address to receive an immediate registration confirmation.