Last week Cox Capital Management hosted an informational Medicare event at Salvatore’s Restaurant for clients in the greater-Andover area. The seminar was part of a larger “Client Education Series” that Cox Capital has been periodically putting on for the past couple years. Topics have ranged from generational planning to social security to long-term care insurance. In each instance, CCM brings in an independent, outside expert on a particular subject matter with the sole goal of informing and providing a resource for current clients. With many folks approaching medicare-eligible age, it was the perfect time to bring in Peter Stoner from Stoner & Co. to present this complicated and often misunderstood topic.
Peter has decades of experience in various managerial and director positions at Tufts and Fallon Health Plans and has also served in a consulting role at various other medicare insurers. He tackled some of the toughest questions on this issue including how to get the most value out of Medicare Part D, what type of Medicare plan is best for you, and when one needs to make these decisions. Throughout the seminar, Peter fielded a host of questions from an extremely engaged audience. Topics such as medicare planning become more and more important later in life. As a future-ready advisor, Cox Capital is striving to educate and inform their clients in order to maximize future financial success. To learn more about Cox Capital’s financial planning capabilities, visit the financial planning page. You can also learn about CCM’s investment management process here. To reach out to an advisor, feel free to fill out the online form here.
This is not an offer or recommendation to buy or sell any security and does not constitute investment advice.