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

Gain a better understanding of the different parts of Medicare
Know the different enrollment periods for Medicare plans
Better understand the costs that Medicare does/doesn’t cover

Speaker

Keith Nabb

Summary


Availability:	Retired


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


Credit Offered:	No Credit Offered

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