Medicare Webinar for Advisors
HTA’s Roadmap to Medicare Webinar
A complimentary, educational webinar for Advisors and their clients.
This online session helps those approaching age 65 or retirement understand Medicare, avoid common enrollment mistakes, and make informed healthcare decisions.
Ready to offer Medicare education to your clients?
Important: Scheduling the webinar reserves your date and time. After scheduling, HTA will create and send the registration link and invitation email so you can share it directly with your clients.
How It Works
Step 1: Schedule the Webinar Date & Time
- Use the scheduling link to choose the date and time for your webinar.
- After scheduling, you’ll receive a confirmation email.
- The scheduling confirmation is not the client registration link.
Step 2: HTA Creates the Client Registration
- HTA creates your custom client registration link.
- HTA provides a ready-to-send client invitation email.
- Clients will use these materials to register.
Step 3: Share the Client Registration Information
- HTA sends the registration materials to the Advisor.
- The Advisor distributes the registration link and invitation email to their clients.
- Recommended audience: clients nearing age 65, retirement, or Medicare.
Want to Learn More Before Scheduling?
Watch our webinar walkthrough video to see the slides, topics, and educational content included in the webinar.
In this 4 minute video, we review the presentation, key Medicare topics covered, and what clients can expect from the webinar.
Roadmap to Medicare Webinar Walkthrough
Why Offer the Roadmap to Medicare Webinar?
Benefits to Your Clients
- Supports clients during an important life transition
- Provides access to trusted Medicare education
- Reduces your time spent answering Medicare questions
- Helps clients avoid costly enrollment mistakes
- No cost to you or your clients
What We Cover
- Medicare basics and enrollment timelines
- Medicare and employer coverage- including how Medicare affects HSA’s and COBRA
- Working past age 65
- Retirement healthcare planning
- Medicare Supplement and Medicare Advantage options
- Late enrollment penalties and common mistakes to avoid
Who Should Attend?
Clients who are:
- Approaching age 65
- Planning for retirement
- Working beyond age 65
- Assisting a spouse or family member with Medicare decisions
What Happens After Scheduling?
After your webinar date and time is scheduled, HTA will provide you with:
- A custom registration link
- A ready-to-send invitation email to distribute
- Webinar access information and attendee instructions
Ready to Get Started?
Important Information
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Please do not share the scheduling link with clients.
After you schedule the webinar, HTA will send you a separate registration link and invitation email to distribute to clients.
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If anyone has Medicare questions or needs personal guidance, please contact HTA directly to schedule a one-on-one consultation with an HTA Advisor, or you can email us at employers@hta-insurance.com.
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The webinar audio is delivered through a computer or device. Please ensure attendees have working speakers or a headset, as phone dial-in is not available.
A recording of the webinar will be provided after the event to all individuals who registered, allowing anyone who was unable to attend live to view the presentation at their convenience.