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.
Medicare Education
Learn more about the Parts and Plans of Medicare including their costs and coverages.
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
More details for special circumstances:
