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Financial Planning Insights

Making Medicare Simple

2 minute read time

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Medicare is complex, often misunderstood, and very personal. It’s a key retirement decision that leaves many overwhelmed and at risk for costly, permanent mistakes. Let us help simplify this complicated topic.

Join Johnson Financial Group Financial Advisors to discuss:

  • The 6 steps of Medicare
  • The need for healthcare planning in retirement
  • Actionable steps you can take to get on the right path

Featured Speakers

Maria Keiser | AVP Financial Advisor Operations Manager 
Pierce Bostwick*| Regional Vice President, Protective


View Webinar and Download Presentation

Click the Webinar button below to view the recording. Or click the Presentation button to download a copy of the presentation.

View Resources

Medicare Cost Worksheet

Medicare Educational Timeline

Understanding Medicare Myths

Wealth management services are provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

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Johnson Bank (“Financial Institution”) may provide referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.