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PFP1840
Transitioning to Medicare
Date
June 13, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)
This includes sessions from AICPA ENGAGE 2018:
The transition from employer insurance to Medicare is fraught with confusion. Clients turning 65 or leaving employment must leave the safety and simplicity of their pre-selected and subsidized employer plan to the wild world of Medicare, with all its parts, multiple enrollment periods, and private insurance options to fill the coverage gaps. This session will cover health insurance in retirement: how Medicare works, how to choose private insurance to go with Medicare, and how to establish a health care budget.
Attendees will learn:
• 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
• How to estimate health care costs in retirement
Attendees will learn:
• 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
• How to estimate health care costs in retirement
Speaker
Elaine Floyd, CFP
Director of Retirement and Life Planning, Horsesmouth
General
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