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UID:10000044-1777982400-1777986000@masoncompanies.com
SUMMARY:The Medicare Maze: How to Navigate It Without Getting Lost
DESCRIPTION:Make the right Medicare decisions.\nMedicare is one of the most important and misunderstood decisions you’ll make as you approach retirement. \nThe rules are complex. The timelines are unforgiving. And the wrong choice can lead to higher costs\, gaps in coverage\, or penalties that are difficult to reverse. \nJoin Sarah Baker\, CFP® from Mason Investment Advisory Services and nationally recognized Medicare expert Margo Steinlage Kreider\, J.D. from Steinlage Insurance Agency for a practical\, no-nonsense webinar designed to help you make smarter\, more confident Medicare decisions. \nWho Should Attend\nThis webinar is designed for individuals who are: \n\nApproaching age 65\n\n\nPlanning to retire in the next 1–3 years\n\n\nNavigating Medicare for a parent\, spouse\, or loved one\n\n\nUnsure how Medicare fits into their broader retirement plan\n\n\nLooking to avoid common (and costly) Medicare mistakes\n\n What You’ll Learn\nWe’ll walk through the key decisions that matter—clearly and simply: \n\nHow Medicare works (and what it actually covers)\n\n\nWhen to enroll and how to avoid costly timing mistakes\n\n\nThe difference between Medicare Advantage vs. Supplement plans\n\n\nWhat Medicare really costs (including premiums\, deductibles\, and IRMAA)\n\n\nHow Medicare decisions impact your retirement income and financial plan\n\n\nWhat to consider if you’re still working\, retiring early\, or comparing COBRA vs. ACA\n\nWhy This Matters\nMany people assume Medicare is straightforward\, until they realize: \n\nEnrollment mistakes can lead to permanent penalties\n\n\nPlan decisions can limit your future flexibility\n\n\nHealthcare choices are directly tied to your taxes\, income\, and long-term plan\n\nThe truth is\, Medicare isn’t just a healthcare decision—it’s a financial decision. \nWhat You’ll Walk Away With\nBy the end of this session\, you’ll have: \n\nA clear understanding of your Medicare options and timeline\n\n\nThe ability to compare plans with confidence\n\n\nAwareness of the most common (and costly) mistakes to avoid\n\n\nA better understanding of how Medicare fits into your overall retirement strategy\n\nMeet Your Speakers \n  \nMargo Steinlage Kreider\, J.D. President & Owner\, Steinlage Insurance Agency\nA nationally recognized Medicare and ACA expert with over 15 years of experience helping individuals and advisors navigate complex healthcare decisions. \nSarah Baker\, CFP® Senior Financial Planner\, Mason Investment Advisory Services Specializes in helping clients align healthcare decisions with long-term financial planning and retirement goals. \nAbout Steinlage Insurance Agency\nSteinlage Insurance Agency is a nationally recognized\, family-owned firm specializing in Medicare and ACA planning. With decades of experience\, the firm provides unbiased guidance across top-tier insurance carriers\, helping individuals and families navigate complex healthcare decisions with clarity and confidence. Known for its high-touch\, education-first approach\, Steinlage partners with clients\, advisors\, and families to deliver thoughtful\, coordinated strategies before\, during\, and after enrollment. \nAbout Mason\nMason is an independently owned boutique investment advisory firm that has been committed to delivering straightforward\, independent\, and personalized financial planning advice and quality investment management solutions to leading institutions and high-net-worth individuals and families for more than 40 years. \nReserve Your Spot\nDon’t wait until you’re up against a deadline to figure this out. \nJoin us and get the clarity you need to make the right Medicare decisions before they matter most. \n Register Here
URL:https://masoncompanies.com/event/medicare-planning-webinar-avoid-costly-medicare-mistakes/
LOCATION:ZOOM
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T140000
DTEND;TZID=America/New_York:20251113T140000
DTSTAMP:20251024T225757Z
CREATED:20251022T163605Z
LAST-MODIFIED:20251024T225757Z
UID:10000043-1763042400-1763042400@masoncompanies.com
SUMMARY:Building a Sustainable Investment and Spending Strategy
DESCRIPTION:In our next webinar for institutional investors\, Jason Doyle\, Mason’s co-director of research and associate consultant\, along with Jason Hicks\, CFA\, senior investment consultant\, will talk about the strategy our research team has found to be most reliable when designing investment portfolios and spending policies for organizations like yours. \nRegister here.
URL:https://masoncompanies.com/event/building-a-sustainable-investment-and-spending-strategy/
LOCATION:ZOOM
CATEGORIES:Events & Webinars,Institutions
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251021T120000
DTEND;TZID=America/New_York:20251021T130000
DTSTAMP:20250902T182454Z
CREATED:20250902T181520Z
LAST-MODIFIED:20250902T182454Z
UID:10000042-1761048000-1761051600@masoncompanies.com
SUMMARY:Vintage Wisdom: Navigating Life's Financial Transitions
DESCRIPTION:This empowering virtual conversation will provide you with practical insights and confidence-building strategies to help you feel more secure about your financial future. Connect with other women on similar journeys while gaining valuable wisdom from experienced professionals—all from the comfort of your own home. \nRegister here
URL:https://masoncompanies.com/event/vintage-wisdom-navigating-lifes-financial-transitions-2/
LOCATION:ZOOM
CATEGORIES:Women of Wealth
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250611T120000
DTEND;TZID=America/New_York:20250611T130000
DTSTAMP:20250428T140545Z
CREATED:20250417T213721Z
LAST-MODIFIED:20250428T140545Z
UID:10000036-1749643200-1749646800@masoncompanies.com
SUMMARY:Choosing the Right OCIO for Your Organization
DESCRIPTION:In this webinar\, you will learn the benefits an outsourced chief investment officer can provide\, the challenges you may face when evaluating OCIOs for your organization\, the questions you should ask\, and the answers you should be looking for to make the RFP process more effective and productive. Members of Mason’s Institutional Consulting team will be available to answer your questions. \nRegister here.
URL:https://masoncompanies.com/event/outsourced-cio/
LOCATION:ZOOM
CATEGORIES:Events & Webinars,Institutions
ATTACH;FMTTYPE=image/jpeg:https://masoncompanies.com/wp-content/uploads/2024/03/Mason-Inst-OCIO-Invitation-5.2024_Zoom-Webinar-landin-webinar.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T140000
DTEND;TZID=America/New_York:20240208T150000
DTSTAMP:20240402T223141Z
CREATED:20231220T162613Z
LAST-MODIFIED:20240402T223141Z
UID:10000020-1707400800-1707404400@masoncompanies.com
SUMMARY:Mason Webinar - Why We Choose Strategic Allocation: A research-based approach
DESCRIPTION:Join Mason’s Institutional Consulting team to learn what we mean by strategic versus tactical allocation and to better understand Mason’s approach. \n  \nRegister here.
URL:https://masoncompanies.com/event/mason-webinar-why-we-choose-strategic-allocation-a-research-based-approach/
LOCATION:ZOOM
CATEGORIES:Events & Webinars,Institutions
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