Principal Business Owners Insights & Medicare Update Educational Program

Greetings, FPA Members & Colleagues! 

We are pleased to announce that our first dinner meeting of the fall season will be held on Tuesday, September 12th, 4:30pm to 7:30pm, at Nonna Carola in Mamaroneck. 

We'll kick off with cocktails and networking at 4:30pm, followed by dinner and two educational presentations.

Principal Business Owners Insights

This presentation will educate advisors on how to prepare small and medium size business owners for each phase of the business life cycle. Our speaker, Hratch Minassian, CIMA®, CAIA®, CIMC®, MBA, Senior Director and Market Leader, New England | Wealth Advisory Solutions, with Principal Asset ManagementSM, will share strategies for continuity planning, business evaluation (and how to protect the value of a business) and planning for significant liquidity events. Hratch will also discuss how to address the top five priorities of business owners which include business protection, health and wellness solutions, business success planning, income planning, and non-medical benefits. (1 CFP® CEU)

Learning Objectives:

1.              Learn how to engage in strategic discussions with business-owning clients who are planning to sell or transition their companies and provide guidance regarding business protection, succession and business owner security planning.

2.              Understand the importance of adopting a team approach as you guide clients through each phase of the business life cycle and knowing when to consult with attorneys, CPAs, and appraisal, insurance, investment and real estate professionals, as well as family members. Click here for speaker bio.

Level of Complexity: Intermediate 

Medicare:  Effectively Transitioning at 65 PLUS What's New with Medicare Planning

Finding the right Medicare plan requires careful consideration. Our presenter, Medicare insurance specialist Mark Brownstein, CSA®, will discuss the many options and plans that are available to Medicare-eligible clients.  This session will take the mystery out of Medicare, a mandatory federal health-insurance program, and, in some cases, penalties may be incurred if your clients do not sign up when they are supposed to. It will also cover the enrollment process and how to choose a plan that’s right for a client’s individual situation and budget.  For example, if they are turning 65, retiring, or moving to a new address, they need to know the dates for enrollment and plans available in their state or county.  Also discussed will be how to cover medical expenses that traditional Medicare does not cover.  Click here for speaker bio. (1 CFP® CEU)

Learning Objectives:

By the end of this session, attendees will:

1. Know when, how and who needs to enroll in Medicare. 

2. Be able to guide clients to resources available to make an informed decision as a first-time Medicare enrollee or to evaluate their current individual Medicare-plan options at age 65 or post-retirement. 

3. Be educated on the various Medicare options and statewide plans available so they can help their clients understand and receive all the benefits they are entitled to as well as find coverage that best suits their budget and current and future health-care needs.

Level of Complexity: Intermediate

Registration Fees:

FPA Chapter Members: N/C

Non-Members: $50 Advance/$60 at Door (cash or check only)

Seating is Limited! Don't Wait! Register Today!

Advance Registration Required - Registration Deadline: Friday, September 8th.

MANY THANKS TO OUR PROGRAM PARTNER!

Principal Asset Management

Hratch Minassian, CIMA®, CAIA®, CIMC®, MBA, Senior Director

Market Leader – New England | Wealth Advisory Solutions|

617-285-0909 / minassian.hratch@principal.com

Team New England

By registering for this event, I acknowledge and accept that my contact information may be shared with our chapter partners, without whose support we could not provide benefits of local chapter membership such as this event to our members.