January Dinner Meeting 2020

“Human Resources Seminar: Medicare Overview and Enrollment Considerations”

Presented By: Tracy Russo

Join Tri-State and Tracy Russo for an overview of the important considerations that Human Resource Managers want to know about Medicare. Specifically, it is a good opportunity to see some of the risks with who should enroll in Medicare at age 65 and who can wait to enroll in Medicare until retirement. Most of our Human Resource Managers/Consultants find this presentation to be extremely valuable even if they do not want to personally advise their employees about Medicare. Being able to spot the red flags or potential Medicare mistakes employees can make is important when planning for retirement. We also discuss Medicare costs for retirement budgeting. Additional details below.

Important Timeframes:

  • What your employees should be doing as a retiree or soon to be retiree
  • Open Enrollment and Guaranteed Issue Periods, plus late penalties
  • When to enroll or defer Medicare Part B if not retiring at age 65
  • Changing carriers—how & when


Make sure your coverage is complete:

  • What does Medicare cover and not cover
  • Is secondary insurance necessary and what are the options
  • How do a Medicare Supplement and Original Medicare coordinate
  • Costs of Medicare and Retirement Healthcare Budgeting


Approved for 1.25 SHRM PDCs
Approved for 1.25 HRCI General Credits

With an extensive career in insurance, Tracy Russo brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance. Throughout the years, she has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education. Education is paramount for Tracy. Financial Planning firms, Chamber of Commerce and NAIFA organizations, Elder Law firms, and Employer and Consumer groups have invited Tracy to be their expert guest speaker on the topics of Medicare & LTC Planning; offering educational seminars. She is a certified instructor for Continuing Education Credits for Advisors on Medicare and LTC. Tracy holds the Certificate in Long-Term Care (CLTC) designation and is the incoming President for a local chapter of the PA National Association of Insurance and Financial Advisors (NAIFA).

Thank you to our January 2020 Meeting Sponsor:


Nachman, Phulwani, Zimovcak (NPZ) Law Group, P.C.

Meeting Schedule:
Registration: 5:15-6:00pm
Dinner/Tri-State Business/Legal Update: 6:00-7:00pm
Speaker: 7:00-8:00pm

Meeting Location:

The Westin – Mt. Laurel

555 Fellowship Road

Mt. Laurel, NJ 08054

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