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A Financial Planner’s Guide to Medicare
Course Information
Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
This program is an overview of Medicare. It is a discussion with Financial Advisors on how to properly advise their clients on Medicare programs and choices. Topics such as Medicare resources, enrollment periods, and benefits will be discussed. Particular attention is given to preventing overspending and lifetime penalties. Long Term Care is highlighted as a benefit NOT covered by Medicare.
Learning Objectives
  1. Gain a better understanding of the different parts of Medicare
  2. Know the different enrollment periods for Medicare plans
  3. Better understand the costs that Medicare does/doesn’t cover
Keith Nabb
Availability: On-Demand
Expires on Oct 12, 2022
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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