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Upcoming Events

Medicare Open Enrollment 101

Open Enrollment for Medicare is fast approaching! To help you prepare, CapSouth Wealth Management is hosting two webinar sessions with Caribou to go over the fundamentals of Medicare so you can make an informed decision that meets your health needs, preferences, and financial goals. By the end of the webinar, you’ll have an understanding of:

  • Medicare Open Enrollment timelines
  • The difference between Original Medicare and Medicare Advantage
  • How Medicare drug plans work
  • How personal preference, risk tolerance, and other factors impact available plans and the cost of coverage
The Caribou team will also answer any questions you have at the end of the webinar.

If you have any questions regarding the webinars or registration, please call (800) 929.1001 or email akennedy@capsouthpartners.com. Click the button below to register.

Past Events

Qualified Charitable Distributions – Part 1
What Baby Boomers Need to Know About Their Retirement Income Retake
How Tax Planning Changes Through the Four Stages of Retirement

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