Ask the Expert Videocast: Willamette Valley Benefits

In Financial Planning, Insurance, Retirement

Contributions from: Glen Goland, CFP®, JD

In Coldstream’s inaugural Ask the Expert videocast episode, Wealth Manager Glen Goland, JD, CFP®, invites guest Elma Friend, President of Willamette Valley Benefits, to discuss Medicare. With over three decades of experience in healthcare and a focus on Medicare, Elma brings a wealth of expertise around Medicare trends and issues.

Willamette Valley Benefits specializes in helping clients with Medicare and Medicare enrollment; their goal is to simplify the process and help people achieve the best healthcare outcomes. They don’t charge their clients for the services they provide, acting as guides and advocates throughout the process. In this brief Ask the Expert videocast, Glen asks Elma about:

Current trends in Medicare
Questions clients are asking about Medicare enrollment and choices
Ways that Medicare has changed over time
How Medicare and HSAs interact
How Willamette Valley Benefits works with clients

Tune in below.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S.

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