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.
Join us for a virtual discussion focused on the latest Medicare updates and what they may mean for 2027. We'll 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 will share practical guidance designed to help attendees make informed coverage decisions for 2027.
We invite you to submit questions when you register so our presenters can address topics that matter most to you. Whether you're preparing for your own Medicare transition, helping a family member navigate coverage options, or reviewing an existing plan, our goal is to help you leave with actionable insights and greater confidence in your next steps.
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.Â
