How do you address the Medicare-related concerns of your clients? Do you tell your clients to visit a Social Security office or go to Medicare.gov? Maybe you refer them to an insurance agent? Do you provide them with some basic information on Medicare? Or, are you one of the many professionals who assumes someone else will help your clients with this crucial need?
 
People 60+ are some of the most valuable clients that financial professionals can have. When the "Medicare Bomb" goes off in their lives, do you really want them searching for answers from other professionals who may or may not have their best interests at heart? Protect the valuable relationships you have with your clients by attending this insightful and entertaining (yes — entertaining) event.
 
Through this webinar, you’ll get an overview of the Medicare landscape today. You'll step into your client's shoes and see how confusing, overwhelming, and even scary Medicare decisions can be. After all, just one Medicare mistake can literally derail a client's retirement plans. Finally, you'll learn some key talking points that will allow you to have a meaningful Medicare conversation with your clients — without having to become a Medicare expert or sell insurance. 
 
Learning Objectives:

• Identify three of the most common Medicare mistakes for people who continue to work after age 65


• Determine how employer size can dramatically change Medicare enrollment rules


• List one or more of the consequences of mistiming Medicare enrollment


• Recognize why the description of Medicare as "4 Parts" is misleading


• Give examples of why it is so critical for professionals to have a Medicare conversation with their 60+ aged clients

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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