Workshops – old

Workshops – old


Understanding Medicare and ensuring you have the right health care coverage for your retirement can be overwhelming and confusing. You’ve likely done research, only to be left with more questions.

  • Do I need Medicare if I keep working?
  • When should I enroll?
  • What are Advantage Plans?
  • Do I need a Drug Plan?
  • How does this all work?

And—most importantly—what’s my next step?



The best way to get those answers is to attend a Medicare workshop presented by a senior planning expert.

Our workshops are presented by Dan Hoelscher, who is a Certified Senior Advisor and Certified Financial Planner. He specializes in Medicare, and his job is to understand and stay up-to-date on industry changes and the needs of retirees just like you.

Also note that our workshops are NOT about a free dinner with the ultimate goal to sell you something. Our only goal is help you understand Medicare and see the big picture for your retirement plans.

Our Workshop Promise to You:

  1. You will leave feeling much less overwhelmed and anxious about Medicare.
  2. There will be NO sales pitch, just a discussion on the ins and outs of Medicare.
  3. NO annoying follow-up phone calls from us.
  4. No free dinner (although, we will probably have snacks and refreshments).

Upcoming Workshops

Solving the Medicare Puzzle

This retirement planning workshop will introduce you to the four parts of Medicare (A, B, C & D), as well as outline your options along with the associated costs involved with each of your options.

Wednesday, May 3, at 5:30 pm

Vandalia Branch Library, 330 S. Dixie Drive, Vandalia, OH 45377

— or —

Monday, May 8, at 5:30 pm

1385 Stonycreek Road, Troy, OH 45373

— or —

Thursday, May 11, at 5:30 pm

2551 Michigan Street, Sidney, OH 45365

Call 937-492-8800 to reserve a seat (or two!) — or click below to RSVP (please be sure to give us a contact phone number in case of inclement weather).