Previous Events

MEDICARE: Who, What, When, and How (BTV-sponsored online Zoom presentation)

Thursday, February 17, 2022

 

Guest Speaker Rafael Espinoza, Director of Montgomery County State Health Insurance Assistance Program (SHIP) returned for a presentation in which he discussed what Medicare covers, how enrollment periods work, eligibility, costs, and additional coverage options, and about the services that the SHIP offers to Montgomery County residents and the Medicare savings programs available to those with limited income and resources.

The Montgomery County State Health Insurance Assistance Program (SHIP) is a federal, state and county funded program that provides free, unbiased Medicare counseling and information to new and current Medicare enrollees, their families, and caregivers. 

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KEEPING SENIORS SAFE, Sunday, January 9, 2022

Scams, Fraud and Financial Exploitation (BTV-sponsored online Zoom presentation)

KSS is a program developed by the Montgomery County Police Department (MCPD), Volunteer Services Section, to increase awareness of safety issues within the senior community and provide guidance and resources regarding these issues. Since COVID-19 began, seniors have become more vulnerable to financial abuse. This seminar focused on teaching participants how to avoid becoming victims of scams and fraud from phone calls, door-to door solicitations, the internet, snail mail, email, etc.

Speaker Sally Pessin is a member of the MCPD Keeping Seniors Safe Team and has been a volunteer with KSS since 2018.  She is a non-practicing Maryland-licensed attorney and has her own business as a fee-only fiduciary, retirement and financial planner for women.  Click for the Powerpoint presentation notes:  

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MEDICARE OPEN ENROLLMENT, Tuesday, November 9, 2021 (BTV-sponsored online Zoom presentation)

Medicare Part C and D plans change every year. Premiums change, medications are dropped or added. How do you know that your plan is giving you the best value? Each year from October 15-December 7, you can join, switch, or drop a Medicare Part C or D plan. In this 1-hour presentation, participants learned about Open Enrollment, how to compare plans, and what you need to be aware.  The Guest Speaker was Rafael Espinoza, Director of Montgomery County SHIP (State Health Insurance Assistance Program), a federally and county funded program that provides free, unbiased Medicare counseling and information to new and current Medicare enrollees, their families, and caregivers.

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UNRESOLVED FINANCIAL DECISIONS, Sunday, September 26, 2021

BTV sponsored an online zoom presentation which addressed the topic of organizing important details and documents your family needs now and later.  Speaker Barbara Mulitz, VP and Senior Trust Officer, Sandy Spring Trust, is an attorney with extensive experience in elder law, especially in senior financial issues.  She served on the Montgomery County Commission on Aging where she worked on public policy and communications.

Click below for the materials from this seminar: