Webinar Registration

Masterclass Session 1:
Preparing for Medicare

Boost Your Client's Medicare outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, May, 8

01:00pm ET

150 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

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

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…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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)