Event Details

Medicare is a maze. Everence Medicare Specialists will equip HR professionals to guide and support employees transitioning to Medicare and/or retirement.

To give participants a working knowledge of Medicare, our specialists will review enrollment periods, penalties, employer size rules, COBRA, HSAs, coverage options, employer forms, and Q&A.

Following this presentation, participants will be able to . . . 

1. …complete Medicare enrollment forms accurately.
2. …know when their coverage is primary or secondary to Medicare.
3. …advise employees on when and how to enroll in Medicare.
4. …understand the Medicare rules around HSAs and COBRA.
5. …correctly identify the parts of their coverage employees may want to retain.

Leah Ludwig, CSA graduated from Susquehanna University.  She spent over a decade serving as a Client Services Representative for Everence, learning the intricacies of Medicare.  Leah is a wife and mother of two boys. At Everence, Leah loves to help clients find answers for their retirement health insurance needs. leah.ludwig@everence.com

Cassandra Zetts, CSA is a Medicare Supplement Consultant with Everence^® where she teaches the ins-and-outs of the complicated Medicare system. She attended Eastern University and Cabrini University. Cassandra was formerly a middle school and high school educator.  She, her husband, and two children reside in Souderton. cassandra.zetts@everence.com

Gloria Juliano is a Medicare Consultant who helps people navigate Medicare options and the plans that cover what Medicare does not.  She lives in Montgomery County with her husband, and their two children. She is a graduate of Temple University and holds a Business Administration degree in Financial Planning. gloria.juliano@everence.com