CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Medicare planning

  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
Medicare planning

1 Credit

FREE

Subject Area

Specialized Knowledge

Webinar Qualifies For

1 CPE credit of Specialized Knowledge for all CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

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Course Description

Most baby boomers will face a health care financial crisis in retirement because of inadequate or faulty knowledge of Medicare basics. 

This one-hour educational webinar will begin with an overview of Medicare and end with a discussion of long-term care. It will acquaint CPAs with the way health care works for retirees, and how they can help clients plan for health care expenses and transition smoothly into retirement. 

This online CPE webinar covers following key topics:

  • How Medicare enrollment periods work 
  • What you need to do to avoid late-enrollment penalties for clients.
  • How much clients can expect to pay in health care costs after going on Medicare.
  • How Medicare works with private insurance to provide comprehensive coverage.
  • Why most people pay too much for private insurance and how you can help clients avoid excess costs.
  • Why planning for higher health care costs in retirement is essential — including the possibility of long-term care.

Learning Objectives

  • To identify various planning strategies for Medicare
  • To estimate Medicare healthcare costs for various clients
  • To identify ways to reduce Medicare costs and maximize benefits
  • To identify health care work for retirees

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Financial Planner
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Personal Financial Specialist (PFS)
  • Young CPA

Testimonial

4.5

(233)
61%
33%
5%
0%
0%

IS

I really enjoyed and learned a lot.

SS

Helpful as clients always have questions on this topic

NBMT

I can improve my skill and my knowledge for my job

CB

Very clear explanation of a complex topic

GMJ

thanks!

KK

Well done