3 pm (AZ Time)
4 pm (NM Time)
Presented by MH Attorney, Lisa Wynn,
and guest speaker Ryan Steinert
of Your Medicare Helper LLC
Ryan will cover the most important topics you need to know about Medicare and discuss:
• The changing landscape of Medicare and how to make sense of it all.
• Medicare vs Medicare Advantage plans: The real skinny.
• The 3 things you need to understand about your drug plans.
Lisa will also review the benefits of an estate plan and answer:
• What are Medicaid triggers and how do I know if my trust has them?
• What is “Living Probate”?
• Why should I have my trust reviewed?.
Ryan has been assisting people with Medicare for 14 years. He spent 7 years billing Medicare for 3 skilled nursing facilities. Ryan started his own insurance agency and began assisting individuals full time with all aspects of Medicare including supplement plans, Advantage plans and part D drug plans. He understands how the plans work. He now focuses his time on helping people navigate through Medicare options.
Lisa is the oldest of 5 and is privileged to be a part of a blended family. Lisa knows first-hand that a blended family isn’t just an ordinary family times two. It’s a special kind of family with special needs. Lisa has a strong desire to assist families and individuals and her personal and profession experiences allows her to help protect families and their loved ones. Lisa has been with Morris Hall since 2014. Prior to receiving her license to practice law, Lisa worked as a paralegal in both the estate planning and estate administration departments while attending law school.
Feel free to invite anyone who would benefit from this information.