Navigating the Medicare Maze: Making Sense of Federal Health Insurance | |
As Medicare Open Enrollment approaches, many individuals nearing or already at Medicare age may find themselves seeking clarity and trusted guidance. We invite you to join us for an informative session led by Baird Wealth Planners, Ron Johnson, CFP®, and Matt Urbanek, CFP®, CRPC®, who will help demystify the complexities of Medicare planning. They will walk you through:
You'll also gain valuable insights on how to maximize your coverage and make financially sound decisions tailored to your needs. | |
Event Details: Wednesday, October 15, 2025 1:30 PM Eastern | 12:30 PM Central | 11:30 AM Mountain | 10:30 AM Pacific | |
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About the Speakers: Ron Johnson, CFP®, is a Wealth Planner and Vice President in the Wealth Solutions Group having joined Baird in August of 2024. He has been in the financial services industry for 29 years with the past 10 years being in the wealth planning field. Ron holds the Certified Financial Planner® designation and is considered an expert in personal finance. Matt Urbanek, CFP®, CRPC®, is a Wealth Planner and Vice President at Baird, having joined the firm in July 2024. Matt has worked in the financial services industry for 18 years with the past 10 being in retirement and wealth planning. Matt holds both his Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. He's passionate about helping individuals and families define purpose in their wealth journey and ensuring that every client has a meaningful and impactful financial plan. |
Baird Wealth Strategies is a monthly webinar designed to offer live education and insights on timely wealth management topics.
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action.