Presents
Medicare 101: Everything You Need To Know!
The U.S. Retirement Education Association is pleased to announce our workshop. You are cordially invited to join us for this special event, where we will discuss crucial topics for individuals approaching the age of 65. It is a complimentary 50-minute informational presentation for the community. This is an event you will not want to miss!
Join us at one of our venues below:
SIGN UP NOW!
Seats are limited. Register today to guarantee your spot(s)!
The workshop is only for informational purposes and no plan-specific benefits or details will be shared. This is not a sales event. All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
Navigating health coverage options as you approach age 65 can feel overwhelming, which is why we’re here to help you feel confident and informed. We offer easy-to-understand, comprehensive tools to guide you through the planning process.
Our educational session provides a 50-minute presentation addressing common questions such as:
- How do Parts A & B of the system work?
- What are the associated costs?
- How do I determine which plan suits me best?
- Is enrollment mandatory?
- Is my employer’s plan a better option?
- Can my spouse and I choose different plans?
We also explore the types of plans available in your area and what each one includes.
FEATURED PRESENTER
Scott Lucas
Scott Lucas and his wife Shari live in Greensburg, PA, serving the Pittsburgh area at-large. Scott is a CERTIFIED FINANCIAL PLANNER™️(CFP®️), Certified Kingdom Advisor®️ (CKA®️), as well as earning his Certified Estate Planning and Trust Specialist®️ (CES) designation. He served as the Executive Vice President with his previous firm and has been advising clients in financial affairs and helping people transition into Medicare for over 17 years.
Scott also completed graduate work in 2004 from Duquesne University to earn his MSEd with a concentration in Counseling. This education and training gives him a unique approach to advising clients that is both results driven as well as collaborative in nature. His relational touch helps clients navigate financial affairs and decisions with confidence, together asking the right questions and finding the client’s best answers.
Scott’s passions are his faith and the relationships that God brings into his circle of influence. He understands that he is a steward of these relationships and enjoys working with people in designing their financial plans and serving them by seeking to answer some of life’s most difficult questions as they relate to finances and healthcare.
Feel free to reach out to Scott either via email at slucas@lucaswealthinsurance.com or phone at 724-875-2202.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Lucas Wealth and Insurance planning is not affiliated with the cfd companies.
Medicare 101 © 2025
We do not offer every plan avail. in your area. Currently we represent 7 orgs which offer 60 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.