Webinar Registration

Masterclass Session 1:
Preparing for Medicare

Date: Wednesday, May, 8 2024 01:00 PM

CE Eligible

Duration: 150 minutes

Diane Omdahl RN, MS, CEO & Melinda Caughill CSA, Co-Founder, i65 Incorporated

This is a Masterclass Webinar. Please Buy this Masterclass

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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

Introduction to Medicare Planning (15 minutes)
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
Medicare preparation: (25 minutes)
1. Powers of attorney and Social Security Representative Payee
2. my Social Security account
3. Medicare eligibility
Important Medicare concepts (25 minutes)
Question and Answer Session (30 minutes)