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Medicare Foundations: Building Blocks for a Healthy Retirement 1 Credit

Mar 11, 2025, 01:00 PM ET

Medicare Foundations: Building Blocks for a Healthy Retirement 1 Credit

  • Rating

    4.6

  • Published on

    March, 2024

  • Subject Area

    Finance

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Mar 11, 2025, 01:00 PM ET

Learning Objective

  • To review the parts of Medicare Parts A, B, C, and D.
  • To discuss the supplementary options and Medigap coverage.
  • To discuss enrollment timelines and penalties.
  • To analyze Medicare in the context of overall retirement planning.

Course Overview

Embark on a journey to demystify the intricacies of Medicare and establish a solid foundation for a healthy and secure retirement. 

In this CPE Finance Webinar, we delve into the multifaceted aspects of Medicare, guiding participants through the various parts and supplementary options available. Our goal is to empower participants with the knowledge necessary to make informed healthcare decisions as they transition into retirement.

As we navigate the landscape of Medicare, we'll unravel the complexities surrounding its different parts, shedding light on the coverage they provide and the potential gaps that might exist. Beyond the basics, we'll explore supplementary options that can enhance healthcare coverage, ensuring a comprehensive understanding of available choices. Whether you're approaching retirement or helping others plan for their healthcare needs, this webinar is designed to provide clarity and insights. 

Major Topics Covered:

  • Longevity and Income
  • Medigap Plans
  • Planning for Incapacity
  • Long-Term Care - A Ticking Time Bomb
  • Medicaid with Exemptions

Join us to gain the confidence to navigate the Medicare maze and make well-informed decisions for a healthier and more secure retirement journey.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy. 


A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand: 

  • Effective Social Security coordination 
  • Retirement income strategies 
  • Wealth-building techniques 
  • Creating financial longevity and legacies 


Who Drew Really Is 

Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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CM

Catherine Mccray, CPA (US)

5

In every course I have taken by Drew Stevens, I have gained beneficial knowledge to assist my older clients with making financial decisions that will majorly impact their financial health in retirement. I enjoy taking Drew Stevens's informative webinars.

SG

Steve Gentry, CPA (US)

5

This session provides very good background information regarding Medicare in terms of the different plans / parts and what is covered by each.

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