PFP Study Group: Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know about Medicare

Description

Many baby boomers will face a health care financial crisis in retirement because of inadequate or faulty knowledge of Medicare basics.

When we reach age 65, the federal government gives us a birthday present: Entrée into the brave new world of Medicare. This presentation will address the Medicare basics your clients need to know, and help you help your clients navigate through key Medicare-related decisions and potentially costly traps.

Learning Objectives

Attendees will learn:

  • How Medicare enrollment periods work—and what clients need to do to avoid late-enrollment penalties.
  • How much clients can expect to pay in health care costs after going on Medicare.
  • How Medicare works with private insurance to provide comprehensive coverage.
  • Why most people pay too much for private insurance and how you can help clients avoid excess costs.
  • Why planning for higher health care costs in retirement is essential—including the possibility of long-term care.
Major Topics

This educational session will provide an overview of Medicare, and acquaint CPAs with the way health care works for retirees, and how they can help clients prepare for health care expenses and transition smoothly into retirement.

Course Level
Basic
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge
2
Advanced Preparation
Location

MACPA Towson Center, 901 Dulaney Valley Rd Ste 800 Towson, MD 21204-2624

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When
Dec 11, 2018
9:00 am - 11:00 am
Location
MACPA Towson Center, 901 Dulaney Valley Rd Ste 800 Towson, MD 21204-2624
Total CPE Credits
2
Format
In-Person

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$ (% off)
$25.00

NON-MEMBER


$ (% off)
$75.00
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PFP Study Group: Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know about Medicare


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