Whether you're approaching age 65, already enrolled in Medicare, or helping a spouse or family member evaluate coverage options, it's important to understand how changing rules, costs, and plan offerings may affect your choices.
In this discussion we focus on the latest Medicare updates and what they may mean for 2027. We break down key deadlines, coverage options, and recent changes to help you make more informed decisions.
Whether you're enrolling for the first time or reviewing your current coverage, you'll leave with greater clarity and confidence about your options.
• The most common Medicare mistakes and how to avoid costly penalties and coverage gaps
• Key enrollment periods and deadlines that can affect your coverage and costs
• The differences between Original Medicare, Medicare Advantage, Medigap, and Part D prescription drug plans
• Important Medicare updates for 2027 and what they could mean for you
• Why reviewing your prescription drug coverage annually can make a significant difference
• How Medicare decisions fit into your broader retirement and financial plan
Bret Miller, CFP®, EA, Senior Financial Planner, and Linda Ginder, CFP®, EA, CDFA®, Financial Planner, both of EP Wealth Advisors, along with Medicare Specialist Cole Craven of Move Health, work with individuals and families every day as they evaluate Medicare coverage, understand healthcare costs, and prepare for retirement. Drawing from their experience helping clients navigate enrollment decisions, compare Medicare plan options, and adapt to changing regulations, they share practical guidance designed to help make informed coverage decisions for 2027.
