Medicare – Navigating through the Complexities

By Lexington Wealth Management on July 7, 2020

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 registered with HighTower Advisors, LLC, an SEC registered investment adviser and/or Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through HighTower Advisors, LLC. Securities are offered through HighTower Securities, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.

All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates make any representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and HighTower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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