Medicare Foundations: Building Blocks for a Healthy Retirement

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

24 Months

$359 $999 /User

36 Months

$499 $1499 /User

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

Medicare Foundations: Building Blocks for a Healthy Retirement

Published

March, 2024

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 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.

Overview

The need for retirement planning

5 mins
4 Parts of Medicare

14 mins
Planning for Incapacity

25 mins
Medicare part B - Medical expenses

35 mins
Medigap plans - Standardized

51 mins

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 Life Underwriter (CLU)
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

QAS Self Study

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

Excellent

Very Good

Average

Poor

Terrible

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!

Keith Terreri, CPA (US)

excellent

Course Preview

1 Credit

Add to Watchlist

Subject Area

Finance

Unlimited Access Plan

Access to 13,000+ Hours of Continuing Education Approved Content Know More

Subscribe to Access

Inclusions

Continuing Education Certificates for Multiple Qualifications View
Instant Certificates
Access on Mobile, Tablet and Desktop

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

Medicare Foundations: Building Blocks for a Healthy Retirement

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

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)

Keith Terreri, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

Demystifying Securities: Your Guide to Investment Instruments

Inside the Ticker Tape: How Financial Markets Really Work

Stocks Unplugged: A Holistic Approach to Unique Investment Strategies