Navigating the Medicare Annual Enrollment Period

April 
1
, 
2021
7:00pm
 – 
10:00pm 
EDT
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00:00am–00:00pm EST

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Who Should Attend

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Fidelity
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Fidelity
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Navigating the Medicare Annual Enrollment Period

Tuesday
, 
October 
6
, 
2026
, 
12:00pm
 – 
1:00pm 
EDT

This educational webinar will help you get the most out of Medicare's Annual Enrollment Period. Learn how to evaluate your coverage and understand your options.

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Coaching sessions with the Trading Strategy Desk

 

Your health and financial needs change over time. So, with the Medicare Annual Enrollment Period running from October 15 to December 7, be sure to register for this informative discussion. Fidelity Medicare Services® professionals will explain how to review your current coverage, so you'll be ready to make any updates. They'll specifically cover the following topics:

 

•    How to evaluate your current Medicare coverage and compare it with other plans

•    What changes you may consider making during the Annual Enrollment Period

•    Why it's so important for you to review your Medicare plan annually

 

Register today to reserve your slot. If you're unable to attend, we will send a recording after the event. In the meantime, you can also:

 

•    Read about ways to make the most of Annual Enrollment Period

•    Visit the Fidelity Medicare Services® site

Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

Agenda

00:00am–00:00pm EST

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00:00am–00:00pm EST

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Meet the Trading Strategy Desk® Team

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Presenters

Ally Donnelly

Host & Director, Podcasts 

Fidelity Investments

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Ryann Little

Director, Business Development

Fidelity Medicare Services®

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Sean Gutzwiller

Licensed Insurance Agent

Fidelity Medicare Services®

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Presenters

Ally Donnelly

Director, Editorial (Podcasts)

Fidelity Investments

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Ryann Little

Director, Business Development

Fidelity Medicare Services®

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Venue

Details

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Frequently Asked Questions

What can I expect?

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Stay in the know

Learn more about Fidelity Medicare Services


 

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Step-by-step guide to get started with Medicare


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Visit our Learning Center for more Medicare information

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For accommodations of persons with special needs at meetings call 800-343-3548 (TTY users dial 711 to connect with a TRS operator.)

This website is owned by Fidelity Medicare Services®.

 

We do not offer every plan available in your area. Please contact Medicare.gov or call 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week to get information on all of your options.
 

Fidelity Medicare Services is operated by Fidelity Health Insurance Services, LLC ("FHIS"), and FMR LLC ("FMR") is the parent company of FHIS. Unless otherwise indicated, the information and items published in this document are provided by FHIS for informational purposes only and are not intended as tax, legal, or investment advice.

 

FHlS, Strategic Advisers LLC ("SA"), and Fidelity Brokerage Services LLC ("FBS") are separate business entities. FMS is not a product or service of FBS or SA. Other than certain demographic information such as name, address and date of birth, the information you provide to FMS will not be shared with FBS or SA. Therefore, if you want FBS or SA to consider the information you have provided to FMS in your financial planning with FBS or SA, you must separately provide that information to FBS or SA.

 

The services described are provided by FHIS. In this capacity, FHIS acts as an insurance broker or agent (collectively referred to as a "Producer"). FHIS and its representatives are appropriately licensed in all states in which they conduct business.

 

FHlS and its producers are certified representatives of insurance carriers that provide Medicare Supplement insurance as well as are certified representatives of Medicare Advantage (HMO, PPO and PFFS) organizations (and stand-alone prescription drug plans) with a Medicare contract.

 

The insurance products are issued by third-party insurance companies, which are unaffiliated with FHlS and FMR.

 

The FHIS organization may earn a commission paid by the insurance company based on your enrollment in a health plan, but FHIS agents and representatives are generally not compensated based on your enrollment in a health plan and do not receive commissions from third-party insurance companies.

 

ATTENTION: Medicare has neither reviewed nor endorsed the information in this document. Fidelity Medicare Services, FHIS, and FMR are not connected with or endorsed by the U.S. government or the Centers for Medicare & Medicaid Services.
 

For a complete list of available plans, please contact 1-800-MEDICARE (TTY users should call 1-877-486-2048) 24 hours a day/7 days a week or consult www.medicare.gov. This is a solicitation for insurance.

 

Not all plans offer all of these benefits. Benefits may vary by carrier and location. Limitations and exclusions may apply.

 

Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period. 


FMS' customer service number is 1-833-886-0033 (TTY: 711). Calling this number will direct you to a licensed insurance agent or a support associate.


Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC. 


All trademarks and service marks in this document belong to FMR or an affiliate, except third-party trademarks and service marks, which are the property of their respective owners.


Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917


Fidelity Health Insurance Services LLC., Corporate Trust Center, 1209 Orange Street, Wilmington, DE 19801


© FMR LLC. All rights reserved


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As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation, and evaluation of the security. Fidelity is not recommending or endorsing this investment by
making it available to its customers.
Past performance is no guarantee of future results.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless
otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not
assume any duty to update any of the information.

Fidelity Medicare services and the Fidelity Investments logo are registered service marks of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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Navigating the Medicare Annual Enrollment Period

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Harold Stankard is a twenty-seven-year veteran of Fidelity who currently serves as the Head of Fidelity Medicare Services. He began his career serving client needs in Fidelity’s local investor centers in South Florida including five years as Branch Manager of the Palm Beach Gardens and Boco Raton offices. Harold spent the next six years leading guidance teams in Fidelity’s Regional Phone Center in Covington, Kentucky. He then relocated back to Florida where he served as the Regional Head of Fidelity’s Regional Campus in Jacksonville. In 2018, he transitioned to Fidelity’s Stock Plan Services focused on driving successful outcome for equity compensation plan participants. Since 2022, Harold has led Fidelity Medicare Services’ growth to a business that now serves the Medicare needs of individuals across all fifty US states.

Ryann Little joined Fidelity in 2019 to assist in the launch of Fidelity Medicare Services in response to market research indicating the topic to be a major concern for retirees. Having had the pleasure of being Fidelity’s first licensed insurance agent specializing in Medicare, she helped bring this newer offering to market and helped lay the groundwork for the future Fidelity Medicare associates. Now, she serves as the Director of Business Development, increasing awareness of Fidelity Medicare Services through marketing and partnerships as the service continues to grow. Ryann has been in the Medicare industry since 2014, and prior to joining Fidelity founded her own Medicare Brokerage as a small business owner. She enjoys helping bring Medicare planning, guidance, and enrollment expertise to all those navigating the complexities of Medicare.

Julianne Hansen joined Fidelity Medicare Services in 2022 as a licensed insurance agent, helping Medicare Beneficiaries navigate complex healthcare decisions with confidence. Before joining Fidelity, she worked directly for an insurance carrier, gaining valuable industry experience and a deep understanding of the Medicare landscape. Her firsthand experience has given her unique insights into the challenges individuals face as they transition to Medicare in retirement. Now a member of the Business Development team, Julianne shares her passion for Medicare education by focusing on key relationships and marketing initiatives to reach more people needing assistance in this critical stage of their health journey.

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