As we reach age 65, all of us, advisors and clients alike, must make one of the most complex decisions regarding our well-being – Medicare.
This unique session will focus on the Medicare issues faced by business owners, large employers, small employers, and solo practitioners as they plan for retirement. We'll:
- Highlight Medicare rules in detail for large employers, small employers, and solo practitioners.
- Identify Medicare enrollment regulations and timelines based on recent changes.
- Clarify significant regulation shifts to Medicare prescription drug coverage under the Inflation Reduction Act and changes for 2023-2025.
- Explore variables to consider when forming your client's healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules.
Please join us for this Free Webinar from Noon - 1:00 PM on February 28th.
This program has been accepted for one (1) hour of continuing education by CFP Board. Credits may also be applied toward professional recertification requirement for CAP®, CLU®,, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.