Medicare Foundations: Building Blocks for a Healthy Retirement

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Medicare Foundations: Building Blocks for a Healthy Retirement

Date

May 03, 11:30 AM ET

Drew Stevens

Learning Objectives

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 Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

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 the choices available. 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.

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 324411)
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Retirement Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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 through its website: www.NASBARegistry.org.

Ratings and Review

4.6

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Stephani Wagenschein, CFE, CPA (US)

Excellent course - will look for more of his presentations. I was really impressed with the knowledge and professionalism.

Jacqueline Goddard, CPA (US)

Great overall summary. Good slides and graphics

Alicia Korich, CPA (US), Others, PMP

Good to know as I approach retirement

George Mercuro, Accountant/Bookkeeper/Tax Professionals, CPA (US)

The presentation was excellent!

Robert Blackwell, CPA (US)

great update

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Medicare Foundations: Building Blocks for a Healthy Retirement

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Stephani Wagenschein, CFE, CPA (US)

Jacqueline Goddard, CPA (US)

Alicia Korich, CPA (US), Others, PMP

George Mercuro, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Robert Blackwell, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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