Medicare Insights: What Employers Need to Know Before 2027

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Date: Wednesday, November 4, 2026
Time: 2pm ET | 11am PT
Cost: Complimentary
Produced and Sponsored by:

Each fall, the questions begin. As the Medicare Annual Enrollment Period approaches, employees nearing age 65 turn to you for guidance on a complex system. Navigating the various parts, deadlines, and penalties can be daunting, and misunderstanding these aspects of the program may affect retirement benefits.

The complexity of Medicare and its interaction with existing employer benefits makes clear communication essential. How can you provide the reliable answers they need and improve your overall benefits engagement?

Join us for actionable strategies to support your employees and prepare your organization for the future.

In this session, you will learn how to:

  • Understand what may change with Medicare in 2027 and its connection to Health Savings Accounts.
  • Explore common employee questions and misconceptions, and how to guide them toward clear, reliable information.
  • Give employees actionable steps that will improve their confidence and engagement with their benefits.
  • Gain practical ideas to enhance your overall benefits communications.

Don't let your employees navigate these critical decisions alone. This session will empower you to become a trusted resource, helping your team avoid costly errors and feel more secure about their retirement journey.

Speaker:

Marcia Mantell | Speaker, Author, Blogger, Retirement Maven

For over 30 years, Marcia Mantell has helped the country's top financial services firms and advisors deepen their understanding of complex retirement concepts and regulations. She has a remarkable ability to translate those concepts into everyday language, educating and motivating real people to take the right steps to achieve the retirement they want. Marcia was named an IA25 Honoree by ThinkAdvisor—one of the "advisors, experts and leaders in financial services who are pushing the industry forward."

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