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Healthcare in Retirement - Retirement University Workshop 1 1.5 Credits

Healthcare in Retirement - Retirement University Workshop 1 1.5 Credits

Workshops for Education, Confidence and Action in Retirement

  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Taxes

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Dec 16, 2024 | 10:00 AM ET

Learning Objective

  • To explain the major retirement challenges and need for retirement planning.
  • To discuss four parts of Medicare, limitations, and exemptions of Medicaid.
  • To differentiate between hybrid v/s traditional LTC.
  • To discuss how Qualified LTC plans to provide favorable tax treatment.

Course Overview

76 million individuals are coming into retirement. And, 80% of those are living longer than previous generations. Retirement Planning is complex. Without a plan to put all the pieces of the puzzle together, retirement may not look as we intended

Retirement is now often defined by activities such as travel, returning to school, volunteer work, or the pursuit of favorite hobbies or sports. And, hopefully, living a healthy and happy life. But, as we age healthcare does become an issue in terms of both cost and who to visit. The health benefits provided through the federal government's Medicare program are generally considered to be only a foundation.

Key topics covered in this course are:

  • The Need for Retirement Planning
  • Common issues in Retirement
  • 4 Parts of Medicare
  • LTC – A Ticking Time Bomb
  • Indemnity vs. Reimbursement
  • Things to Consider

Join this CE Tax webinar to uncover what healthcare programs are available to retirees – federally and personally, while also considering other healthcare issues many do not think of.

If you are pre–pre-retirement or retired then we made this course for you.

  • 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02024-24-S)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02024-24-S)
  • 1.5 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321359)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1611)
  • 1 CPD Credit of Taxes for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02024-24-S)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02024-24-S)
  • 1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit of Taxes for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1.5 CE Credit of Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE012)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-02024-24-S)
  • 1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE012)

    Valid upto : Dec 31, 2024

  • 1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1.5 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1.5 PL Credit of Retirement Planning for CIPM
  • 1.5 CE Credit of Taxes for Retirement Management Advisor (RMA) (Approval No. 23MYCPE012)

    Valid upto : Dec 31, 2024

  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1.5 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

  • 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02024-24-O)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02024-24-O)
  • 1.5 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321359)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1611)
  • 1.5 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02024-24-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02024-24-O)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit of Taxes for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-02024-24-O)
  • 1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 PL Credit of Retirement Planning for CIPM
  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

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

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

About Instructor

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

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.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

GD

Glenn Dee, EA

This was one of the Best Classes. The instructor was very knowledgeable and easy to understand. Although none of the Polling questions came from nothing he discussed or a few times were ahead of his discussion

EA

Edward Abraham, CPA (US)

Great course! Nice overview of Medicare requirements and coverage and some general retirement information as well.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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