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Medicare Workshop for Working Professionals

Only 20 Seats Available!

Event Details:

Date: March 26, 2020

Time: 2:30 PM – 3:30 PM

Location: Industrious Tempe

 222 S Mill Ave Suite 800, Tempe, AZ 85281

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Take Medicare off your plate! Come learn how The Medicare Architects are helping other successful companies just like yours with their aging workforce!

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How COBRA affects Part B

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What Part A does to your HSA

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Enormity of Medicare Choices

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Helpful Tools & Technology

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How to pass off Medicare Q's

Don’t miss your opportunity to meet a Certified Medicare Planner! Get your questions answered without the pressure to enroll, or even sign up with a company. Just the information you need to know.

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Meet your presenters

David Schaeffer

David Schaeffer

Chief Architect

For over 20 years, David Schaeffer has been advising folks just like you on how to navigate the mysteries of Medicare. Thousands of retirees, including past employees of AAA, American Airlines, Banner Healthcare, Boeing, Caremark, Honeywell, IBM, Intel, Pitney Bowes, and the State of Arizona have gone to Mr. Schaeffer for his expertise in transitioning from group and individual health plans to Medicare.

You may recognize Mr. Schaeffer from his articles on the changes in Medicare in “The American Retirement Advisor”. Additionally he has founded several online self-service web sites to provide research previously not available to the general public, such as 123EasyMedicare.com, providing side-by-side comparisons of every choice facing a person new to Medicare. Mr. Schaeffer is also one of only 7,000 retirement planners to have been awarded the Certified Senior Advisor (CSA) designation in the United States. Mr. Schaeffer lives in Cave Creek with his wife, Thea, and their two children. When he’s not busy educating retirees on ways to preserve their quality of life, he likes to work on his sailing skills.

Loraleigh Drummond

Loraleigh Drummond

Executive Relationship Manager

Chicago native, Loraleigh Drummond, brings nearly 10 years of combined health benefit and Medicare plan management, health plan implementation, and employer retention experience to her role. Prior insurance experience includes fostering successful relationships with national commercial and local middle-market HR principals under Aetna and CVS. Before healthcare she enjoyed several philanthropic leadership roles with a focus on marketing, editing, and coordinating fundraising events.

In her spare time she enjoys paying piano, hiking, learning about wine, and exploring unique destination points all around Arizona.

Ian Schaeffer

Ian Schaeffer

CEO

Being born in Las Vegas, Nevada gave Ian an edge on understanding risk vs. reward at a very early age. It also showed him how to make sure goals are successfully achieved by playing the odds to his advantage. As a seasoned Industrial Engineering with a drive and a passion to make things more efficient, Mr. Schaeffer knows a thing or two about wrapping his arms around large, multi-faceted projects and breaking them down into process-driven, manageable tasks.

His experience ranges from designing six-sigma process control systems on the manufacturing floor to implementing lean principles improving data flow and effective cross and departmental communication in the insurance and wealth management space. Like his father, Ian likes to write, speak in public, and most of all, help others accomplish their goals. He is the co-author of two Medicare books. Medicare Made 123 Easy is in its 9th year of publication.

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