What You'll Learn

Medicare planning is a crucial subset of retirement planning that ensures your clients will be able to maximize healthcare benefits and minimize healthcare-related costs in retirement. Contrary to popular belief, Medicare planning should begin decades before a person becomes eligible for Medicare. You’ll learn what’s involved in Medicare planning and how to incorporate it into your practice.

Important Concepts

1. Introduction to Medicare Planning (15 minutes)
2. Dispelling four critical Medicare myths: (55 minutes)
   1. Medicare is free and the actual costs, planning for costs
   2. Everyone pays the same for Medicare and IRMAA
   3. My parent's Medicare decisions are their business.
   4. Medicare won't be there anymore and the Medicare Trust Fund
3. Medicare preparation: (25 minutes)
   1. Powers of attorney and Social Security Representative Payee
   2. my Social Security account
   3. Medicare eligibility
4. Important Medicare concepts (25 minutes)
5. Question and Answer Session (30 minutes)