Mon, Nov 24
|Midpointe Library - West Chester Branch
Medicare 101 & Healthcare in Retirement
Understanding Medicare Benefits in Retirement and Finding The Best Plan For Your Needs
Time & Location
Nov 24, 2025, 6:30 PM – 7:30 PM
Midpointe Library - West Chester Branch, 9363 Centre Pointe Dr, West Chester Township, OH 45069
About this seminar:
Navigating the Medicare system can be confusing, but it doesn’t have to be. As you approach retirement, understanding how Medicare works and which options are best for your health and financial needs is critical.
This educational seminar is designed for pre-retirees and retirees who want a clear, unbiased overview of Medicare and the choices available. Our goal is to help you make informed, confident decisions about your healthcare coverage in retirement, without the pressure of a sales pitch.
In this seminar, you’ll learn:
The basics of Medicare Parts A, B, C, and D
What’s covered, what’s not, and how to fill the gaps
The differences between Medicare Advantage (Part C) and Medigap (Supplement) plans
How to estimate your healthcare costs in retirement
Key enrollment timelines, penalties, and how to avoid common mistakes
Whether you’re getting ready to enroll or looking to review your existing coverage, this seminar will provide the knowledge you need to choose the right plan for your needs and avoid costly surprises.
About the presenter:
Vasili Zois is a co-founder and lead advisor at Meritum Advisors. He comes from a long family history of financial professionals - his father has been in the industry for 45 years, his mother was previously in banking and insurance, and he has over a decade of his own personal experience assisting clients plan for and live out their best retirements!
He holds various certifications and designations, including Certified Financial Fiduciary®, IRS Enrolled Agent, Certified Tax Specialist™, and Certified Annuity Specialist®. He focuses on comprehensive planning that includes investment management, financial planning, ongoing tax planning and annual preparation/filings, insurance review and solutions (health and Medicare insurance, life insurance, and long-term care planning), and estate planning.
In his free time, he loves to spend time with his wife and their two senior rescue dogs - Gammy and Maggy. He also likes to travel the world (especially to Greece, where he typically visits every summer), ride his bike, rebuild and engineer vintage motorcycles, and work on home projects.
One relationship for all your needs - a truly holistic approach
By offering most tax, investment, planning, and insurance services in-house, we are dedicated to helping you reduce fees and save time when it comes to helping you achieve your financial goals and needs. You will gain peace of mind knowing all of your affairs will be coordinated, aligned, and managed with one simple phone call.