A Financial Advisor’s Guide to Medicare & Special Enrollment Periods - The National Association of Personal Financial Advisors

A Financial Advisor’s Guide to Medicare & Special Enrollment Periods

Course Information

Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management

Course Description

This program is a discussion on Medicare transitions. It is a discussion with Financial Advisors on how to assist their clients on managing situations such as life transitions, assisted living, stroke, selling home, etc. Topics such as enrollment periods and Medicare extras will be discussed.

Learning Objectives

Have a better understanding of Medicare’s Special Enrollment Periods
Understand the importance of annual Medicare reviews and plan management
Better understand that Medicare does not cover Long Term Care services

Speaker

Keith Nabb

Summary


Availability:	Retired


Cost:	Member: $39.00 Non-Member: $59.00


Credit Offered:	No Credit Offered

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