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Podcast: Preparing for Medicare Annual Enrollment

D Kelly-Dohse 2014
Denise Kelly-Dohse, CFP®
Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x50619

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 Jane Ahrens and Tina Scahill of Ahrens Benefits Company.

Broadcasted on September 26, 2020

For questions, feel free to contact Denise Kelly-Dohse at (585) 419-0670 x50619.

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. 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 Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.