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Medicare and the Mass Affluent

Tue, Sep 21

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Webinar via Zoom

Please join us for our first educational program of the fall season! (This presentation has been accepted by CFP Board for 1 CFP CEU.)

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Medicare and the Mass Affluent
Medicare and the Mass Affluent

Time & Location

Sep 21, 2021, 12:00 PM – 1:00 PM

Webinar via Zoom

About The Event

It is not unusual for financial planners to assume that Medicare is a constant and fixed program, separate from the other financial decisions made for and by their clients. This session will help planners understand how Medicare interacts, sometimes quite detrimentally, with other aspects of financial planning and investment management.

Equipped with this enhanced perspective, a financial planner can differentiate his advice from most other advisors while improving the outcomes for a meaningful percentage of retired and retiring clients. Our presenter, will guide you through sorting out the many options and plans that are available to your Medicare eligible clients. for Mark's bio.Mark Brownstein, CSA®, Director of Medicare with Emerald Medicare, Click here

Learning Objective(s):

1. Understand how Medicare interacts with other aspects of financial planning and investment management so as to improve outcomes for retired or retiring clients.

2. Understand the various options and plans available so clients receive all the benefits they are entitled to, as…

Tickets

  • FPA Chapter Members

    $0.00

    Sale ended
  • Non-Members

    $20.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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