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Did you know that less than 30% of Medicare beneficiaries review their coverage during Medicare’s annual Open Enrollment Period (Oct. 15 - Dec. 7)? Did you know that people who simply remain in the same plans year after year overpay for their needs hundreds or thousands of dollars?

Join Medicare EXPERT Melinda Caughill to learn:

  • The basics of Medicare’s Open Enrollment Period — when it is, how it works and why it’s important
  • What caused Joe Namath to disappear from TV commercials (Thank Heavens!)
  • The dramatic changes to the four payment stages of Medicare Part D coming in 2024 and 2025.
  • Why these changes make it absolutely critical that everyone with a Medicare Part D drug plan or a Medicare Advantage review their coverage options.
  • Why and how to use the medicare.gov Plan Finder tool to compare plans
  • How to determine which of your clients have the greatest need to review their coverage

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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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