Olga Okaty Presenting On Medicare On November 1, 2022
September 30, 2022:
We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event will breakdown the pieces of the Medicare puzzle. There’s no doubt that Medicare can be confusing, with and overwhelming myriad of Parts, plans, penalties, and costs. The experts presenting this live web event will help individuals and advisors better understand how to navigate Medicare efficiently and effectively:
- Lori Howell, Principal Advisor at Howell Medicare Advisors, LLC, and member of our Special Needs & Elder Care Club
- Olga Okaty, CFP®, CDFA®, Principal and Director of Financial Planning at Centerpoint Advisors, LLC, and member of our Special Needs & Elder Care Club
Topics for this class include:
- Medicare Part A & Part B – Costs and Coverage
- Income Related Monthly Adjustment Amount (IRMAA)
- Strategies for Reducing Medicare Costs
- Health Underwriting Considerations
- When and if you have to Enroll in Medicare
- Additional Coverage (Medicare Supplements, Medicare Advantage, and Part D)
- Health Savings Accounts and Other “Gotchas”
Lori Howell, is the founder and principal of Howell Medicare Advisors, LLC, and for the last twelve years, Lori has been assisting individuals and businesses navigate the maze of Medicare rules and options available to Medicare beneficiaries. Lori initially received her training as a certified SHIP (State Health Insurance Assistance Program) Counselor for the State of Massachusetts. In this capacity, Lori learned the importance of individuals receiving unbiased assistance in making optimal decisions when enrolling, reviewing, and selecting the most appropriate coverage for themselves. Lori started Howell Medicare Advisors, LLC to provide unbiased fee-only advice, free from the influence of commissions, in order to offer individuals guidance and advocacy in navigating the complex landscape of Medicare to avoid costly mistakes.
Lori has provided seminars, webinars, and advisory services on the Medicare enrollment process to the employees of numerous organizations, including Boston’s Childrens Hospital, Global Partners, Advanced Publications, Union College, Howard University, Reckitt Benckiser, Voya, and Yokohama Tire.
Olga Okaty, CFP®, CDFA®, is a Principal and the Director of Financial Planning at Centerpoint Advisors, LLC, where she helps clients navigate complex financial decisions with confidence by developing planning and investing strategies that support their life goals and vision. With over fifteen years of experience in multigenerational planning and wealth management, Olga delights in championing and stewarding what is truly important to her clients, their families, their businesses, and their legacies. By developing personalized financial plans and assessing various possibilities and scenarios, Olga helps clients streamline their personal financial roadmaps to find lasting clarity and balance throughout the various paths their lives’ journeys may take.
Throughout her tenure at Centerpoint Advisors, Olga’s role has advanced from investment research, modeling, and trading to a comprehensive advisory and wealth management role. Her efforts are now focused on integrative financial planning and portfolio strategy development, client relationship management, family wealth education, and legacy transitions. Olga ensures that all aspects of a client’s financial plan continually align with their lifelong goals and vision. Serving as a trusted advisor and family resource across generations, she is always available to speak with clients about a wide range of financial planning and investment topics.
This event is open for both USA500 Club members and for non-members. We hope you will be able to join us, and you can register using the link below: https://www.usa500clubs.com/events/EventDetails.aspx?id=1677247