Medicare 101: Everything You Need To Know About Medicare

You are cordially invited to join us for a special webinar as we discuss important topics for those who are approaching age 65. Medicare 101 is a complimentary 45-minute online, informational workshop for the community brought to you by NC Medicare 101. You won't want to miss this event!

Webinar Dates & Times

- Tuesday, May 25th at 10:30 a.m. EDT

- Wednesday, May 26th at 10:00 a.m. EDT

- Wednesday, May 26th at 6:00 p.m. EDT

Sign Up Now!

Due to the current situation, we are now hosting online webinars rather than in-person events. Please fill out the form below to register for this informative, 45-minute presentation.

The world of Medicare can be intimidating and confusing, which is why we want to help ensure you are prepared as you turn 65. We offer easy to understand, comprehensive, informational tools to help guide you through the seemingly complex world of Medicare planning.

Medicare 101 offers a 45-minute presentation covering any questions you may have, including:

  • How does Medicare work?
  • How do I figure out which plans my doctor accepts?
  • How much will my prescriptions cost for the year?
  • How are agents and independent brokers compensated?

We also cover which plan options are available in your area and what each plan entails, such as:

  • Medicare Part A and B
  • Medicare Advantage Plans (Part C)
  • Prescription Drug Plans (Part D)
  • Medicare Supplement Plans (Medigap)

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.



This Complimentary Presentation Will Show You: 

How each part of Medicare A through D works.

The information you need to make personalized decisions.

How to get enrolled in the proper Medicare plan for you.


Paul LindsayMedicare Professional

With more than 20 years of experience in the financial industry, Paul G. Lindsay is committed to seeing his clients succeed when it comes to reaching their retirement income goals. As a registered representative and investment advisor representative, Paul uses his knowledge and experience to ensure proper planning around clients’ specific goals and aspirations.

Paul takes great pride in seeing the plans that were put into place for clients come to fruition. Knowing they are confident in their retirement is what drives him. From happy clients, Paul builds lifelong relationships that truly focus on the individual and his or her goals.

To better serve his clients, Paul earned his bachelor in science management from the U.S. Coast Guard Academy and holds his Series 65 securities license. When he’s not in the office, you can find Paul playing a round of golf on the nearest course.

State License #1681144

Kevin Berry

Kevin began his career in the financial services industry when he joined Asset Protectors and Advisors Group in Raleigh, North Carolina where he has spent over a decade designing lifetime income, wealth transfer strategies, and healthcare protection plans from the simplest to the most complex. He has trained and instructed hundreds of individuals along with advisors around the country on the real power of certain financial tools as they pertain to wealth building, tax elimination and risk mitigation. Kevin’s expertise centers in the fields of investment taxes, wealth enhancement, and income planning.

Kevin is an independent financial planner with an educational focus and President of Security Financial in Cary, North Carolina. Security Financial is a full-service financial firm helping clients obtain a strong and prosperous retirement.

Kevin was born in Delaware, Ohio, just north of Columbus. His family moved at an early age to Richmond, Virginia, where he spent his formative years. Kevin graduated with a Bachelor of Science in Business Administration from The University of North Carolina at Wilmington.

Since graduation from UNCW and embarking on his career, Kevin has built a lovely life with Rachael and their two beautiful children, Jackson, age 14, and Reagan, who is 10. He is active in his community and enjoys traveling and spending time with his family. He tries to squeeze in a little golf and fishing when he can.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investment advisory services offered through Change Path, LLC, an Investment Advisor. Triangle Advisors Group and Change Path, LLC are not affiliated.