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ENGAGE 2020


PFP2001 - Transitioning to Medicare


Jun 8, 2020 7:00am ‐ Jun 8, 2020 7:50am

Description

At some point clients must leave the safety and simplicity of their pre-selected and subsidized employer plan and enter the wild world of Medicare, with all its parts, multiple enrollment periods, and private insurance options. This session will cover health insurance in retirement: how Medicare works, how to choose private insurance to go with it, and how to establish a health care budget.

Learning Objectives:
  • The steps clients must take at retirement to ensure continued health care coverage under the Medicare system.
  • How to help clients evaluate their health insurance options upon turning 65 or retiring

Speaker(s):

  • Elaine Floyd, CFP, Director of Retirement and Life Planning, Horsesmouth
Tags: PFP
Category: Early Riser (Onsite and Online)

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