Medicare planning

4.5 (91)

Daven Sharma

Abundance Advise

  • CFP
  • CPA
  • PFS
  • CSA

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Before starting this self study program, please go through the instructional document.


  • Medicare Enrollment
    4 mins
  • What is Mdedicare
    10 mins
  • Who Signs up for Part A During the Initial Enrollment Period?
    19 mins
  • How to Sign up for Medicare Part D
    30 mins
  • What Medicare Covers
    41 mins

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 for CPAs covered 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
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA









This was a very informative webinar on Medicare and the instructor was clearly knowledgeable on his topic. I will be watching for similar classes by Daven Sharma.




This was a very good webinar. Very informative and comprehensive.


Medicare seems to be a bit of a mystery. Learned plenty about Medicare today. Many little things are required to be done. It was made easier today.