You're invited to join us for an educational and engaging event hosted by Cerity Partners. 

Medicare

Basics and

2025 Updates 

WHEN

Tuesday, October 8th, 2024

10:00AM – 11:00AM ET Coffee and Bagels Provided

WHERE

Cerity Partners - 3rd Floor

2201 High Wickham Pl. 
Louisville, KY 40245

What You'll Learn

Cerity Partners | Tuesday, October 8th, 2024

  • Understanding Medicare
    An overview of Medicare and its key components, breaking down the different parts and what they cover.

  • Medicare at 65: Your Options Explained
    Clarify whether enrolling in Medicare at age 65 is mandatory and explore the choices available to you.

  • Avoiding Medicare Pitfalls
    Learn how to sidestep common mistakes and penalties that could impact your healthcare coverage.
  • Planning for IRMAA Surcharges
    Strategize effectively to manage and minimize IRMAA surcharges.

  • Medicare 2025: Key Updates and What They Mean for You
    Stay informed on upcoming changes in Medicare for 2025 and how they might affect your planning.

Learn From Industry Experts

Headshot (11)

Jenny Huelsman, CFP®, CSA®

 Principal | Senior Financial Advisor

About Jenny Huelsman

Jenny is a Principal Financial Advisor and a dynamic leader who spearheads a team dedicated to helping clients achieve their personal financial planning goals. With a sharp focus on integrating critical decisions surrounding Social Security, Medicare, and legacy and estate planning, Jenny ensures that every financial plan is comprehensive, forward-thinking, and tailored to secure her clients' financial futures.


Headshot (12)

Quince Cheatham

Associate | Financial Advisor

About Quince Cheatham

Quince Cheatham is a dedicated member of Jenny's team, working closely under her guidance to help clients achieve their financial planning objectives. With a keen eye for detail and a commitment to excellence, Quince plays an integral role in ensuring that each financial plan thoughtfully incorporates key aspects of Social Security, Medicare, and legacy and estate planning. Her collaborative approach and deep understanding of financial strategies make her an invaluable asset to the team and the clients they serve.

Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with multiple offices throughout the United States. Registration of an Investment Advisor does not imply any level of skill or training. The foregoing is limited to general information about Cerity Partners’ services, which may not be suitable for everyone. The information contained herein should not be construed as personalized investment, tax, or legal advice. There is no guarantee that the views and opinions expressed in this brochure will come to pass. Before making any decision or taking any action that may aect your finances or your company’s finances, you should consult a qualified professional adviser. The information presented is subject to change without notice and is deemed reliable but is not guaranteed. For information pertaining to the registration status of Cerity Partners, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Cerity Partners, including fees, conflicts of interest, and services, review our Form CRS and ADV Part 2 at www.ceritypartners.com. Please read the disclosure statement carefully before you invest or send money.