On Saturday, December 1st the Hawaii Community Federal Credit Union hosts a community education seminar on Medicare.
Attorney John Roth and Medicare Specialist Peter Amelotte will teach you the basics of what you should know about Medicare enrollment and Estate Planning, to make informed decisions for yourself and your family. Learn the basics before you choose what's best for you.
Peter will focus on the need to enroll in Medicare, at the right time, so you do not have to bare the burden of a lifetime penalty, the benefits of Medicare Part A and Part B, the necessity of additional health coverage to fill the gaps in Medicare benefits and Medicare Part D for prescription drug coverage.
John will go over the basic Estate Planning documents (Will, Trust, Power of Attorney, etc.) and plans, as well as scenarios of different situations and values. Estate Planning controls who inherits a person's property and how and when that inheritance is received.
What do you need to know about Medicare?
When is the best time to apply for Medicare?
Basic Estate Planning Documents
When should you update your Will or Trust?
John Roth, Attorney and Peter Amelotte, Medicare Specialist with Aloha Insurance, team up to explain the basics of Medicare and Estate Planning.
John formed Hawaii Trust & Estate Counsel in April of 2014. Along with helping individuals and families plan for the future with estate planning, John has taught Estate Planning as an adjunct law professor at the William S. Richardson School of Law at UH Manoa. More…
Peter has lived in Kona for the past 39 years and has worked in the insurance industry for 32 years, specializing in Health and Life insurance. He has specialized in Medicare for the past six years.
Seating is limited. Please RSVP by clicking below. For more information, please call (808) 334-3343.