347 N. Pottstown Pike, Suite 200 | Exton, PA 19341

Pre-Retirement Client Education

Welcome to our table of contents of Medicare topics that are most relevant to individuals approaching retirement.  Please click on any topic below to be directed to our various educational webpages.

If you plan to retire in the next 6 months or less (or you want to review Medicare costs and coverages), please schedule a Roadmap to Medicare Consultation call by clicking on our scheduling link.

Roadmap to Medicare

Learn more about your personalized Roadmap to Medicare.  Simply complete the Roadmap Questionnaire which asks about 5 quick questions to determine if you should enroll in Medicare or if you are eligible to defer coverage at this time.

More details for special circumstances:

Medicare Enrollment Webpages

These webpages give you step by step details on how to apply (or defer) your Medicare.  It is important to talk with an HTA Representative to discuss your personalized Roadmap to Medicare and if you are required to enroll at this time.

Deferring Medicare

Enrolling in Medicare