Events

Ermlick Retirement Planning

Medicare Basics

We invite you to join a complimentary educational webinar:

  • Monday 2/16 at 7pm for Medicare Basics
  • Wednesday 2/18 at 7pm for Medicare Basics
  • Saturday 2/21 at 10am for Medicare Basics
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Overview:

If you’re turning 65 soon, or already on Medicare, there’s something important I want you to know:

Most Medicare mistakes aren’t obvious until they become expensive.

Each year I see smart people:

  • Overpay for coverage they don’t need
  • Miss enrollment windows and face lifetime penalties
  • Get surprised by prescription costs
  • Discover too late how Medicare affects taxes, income, and retirement plans

That’s why we’re hosting a complimentary Medicare webinar designed specifically to help you make confident, informed decisions, before those mistakes happen.

During this short educational session, we’ll cover:

  • What Medicare does and does not cover
  • The key differences between Medicare Advantage and Medicare Supplement plans
  • Common enrollment mistakes, and how to avoid penalties
  • How Medicare choices can impact your retirement income and taxes
  • What to review every year to avoid overpaying

This is not a sales presentation. It’s an educational overview so you can understand your options clearly and ask smart questions, whether you work with us or not.

If Medicare is on your radar in the next 12–18 months, this hour could save you thousands, and give you peace of mind knowing you’re making the right choices.

About Ermlick Retirement Planning

At Ermlick Retirement Planning, our goal is to empower those in or nearing retirement to take control of their financial futures. We specialize in designing and implementing personalized retirement solutions with an emphasis on guaranteed income designed to last throughout your retirement. We are committed to guiding our clients through the intricacies of retirement income planning, protection, and wealth preservation strategies.

Ermlick Retirement Planning is here to help you every step of the way towards getting to and through your retirement. Ermlick Retirement Planning is a proud partner of Cornerstone Senior Services and First Advisors National. Together with our partners, and alongside CPAs, tax professionals, and estate attorneys, we help simplify the complex task of retirement planning and provide our clients with straightforward strategies.

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Meet the Team

As a comprehensive, fiduciary advisory firm, we assure you that our team will always be open and straightforward with you, prioritizing your best interests in everything we do. Our goal is for you to attain your retirement dreams, and have the income and resources you need throughout your retirement, even if your retirement lasts 20, 30, 40 or more years. We’ll be by your side every step of the way.

Dave Ermlick

Founder & CEO, Investment Advisory Representative (IAR)

Annie Ermlick

Financial Services Professional, Investment Advisory Representative (IAR)

Heidi Brown

Client Services Specialist