Please join us on July 23rd for our webinar event, Medicare – Navigating through the complexities,Hosted by Susie Boretti-Panduku of Lexington Wealth Management and Susan Birtwell of Ellen Kaplan Group Health Specialists. Navigating Medicare can be overwhelming for anyone who is close to age 65, the age that they become eligible. Between the different Parts A, B, and D, plus supplemental plans, it may seem impossible to figure out what is the best fit for you. This will be an informative event and an opportunity for you to gain helpful insight and to ask any questions you might have.
Susie Boretti Panduku, CPA, CFP®, is a Wealth Advisor at Lexington Wealth Management. She is a graduate of Bentley University, where she also received her Master’s degree in Financial Planning. Prior to joining Lexington Wealth, Susie worked for RSM in their tax department before switching to wealth management. She focused on high-net-worth families and individuals, specifically on those who own small businesses in the manufacturing and building materials industries.
Susan Birtwell has been an insurance broker with Ellen Kaplan for the past 12 years. She specializes in Medicare benefits, helping her clients to navigate the complexities of the different plans and their benefits.
We look forward to virtually seeing you at this event!
Lexington Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
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