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Beyond The Alphabet Soup: What Advisors Need to Know About Medicare

By Ben Mattlin April 17, 2024 Financial Advisor

Navigating Medicare can be daunting, especially for clients nearing retirement age. Advisors play a crucial role in guiding them through the complexities of Part A, Part B and beyond. CFP Board Ambassador Scott Ward, CFP® emphasizes the importance of understanding individual client’s needs to find the right Medicare plan.

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Financial Advisor
Ben Mattlin
April 17, 2024