Medicare -Healthcare Options for Retirees

This event is FREE but you must register online as seating is limited.

Medicare Overview: 
· Eligibility · Enrollment · Coverage Options/cost

Prescription Drug Coverage 
· Medicare Prescription Drug Program (Part D) · Employer Retiree Coverage · Other Options for Prescription Coverage

Help with Health Care Costs

Discussion & Questions on Medicare Planning & Retirement Strategies

Presented by James Schweitzer and Jeffrey Schweitzer of Northeast Financial Strategies Inc. and Peggy McDonough, Regional Director of the SHINE Program at HESSCO Elder Services

James Schweitzer & Jeffrey Schweitzer own and operate Northeast Financial Strategies Inc (NFS) in Wrentham MA. With over 50 years of combined experience in the financial services field, Jim & Jeff develop strategies to fit their clients’ exact needs. NFS can provide specific plans for individuals or small businesses in the areas of Financial & Estate Planning, Investing, Insurance, Accounting, Payroll, Income Tax Preparation & Notary Public services. Their dedication to problem solving is reflected in their diversified portfolio of resources and they have trusted relationships with local attorneys, mortgage professionals and realtors.

Peggy McDonough has been employed as the Regional Director of the SHINE Program at HESSCO Elder Services for the past 18 years.  Her service region encompasses twenty-four towns located in Norfolk and Plymouth counties.  She trains and supervises a staff of 40 volunteer counselors who provide one-on-one counseling to Medicare beneficiaries and their families.  She conducts community forums to provide information to seniors and their family members regarding Medicare, Medicare Supplement Insurance, Medicare Advantage plans, Medicare Prescription Drug coverage, MassHealth and a number of other benefit programs.

    Peggy assists the Executive Office of Elder Affairs by providing training to new counselors and elder network staff.  She participated in a national advisory committee with staff from the Center for Medicare and Medicaid Services to develop a public benefits training manual. In  1998 Peggy established a work group for SHINE Program Directors to share best practices, problem solve complex cases, and institute uniform training protocols. She has appeared on numerous media programs and has contributed to publications in local newspapers.   She is regarded as an expert in her knowledge of elder benefits and services and is frequently asked to speak at professional assemblies.