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Hosted by FPA Suncoast Chapter

Avoiding Medicare Mistakes in Retirement Planning

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®.

Tuesday, February 28, 2023
12:00 PM - 1:00 PM Eastern Time

Location

Zoom Virtual Meeting Platform
   
 




Speaker Profiles

 


Margo Steinlage Kreider, Margo
Steinlage Insurance

With 14 years of health insurance industry experience, complemented with a law degree, Margo Steinlage has become a nationally recognized Medicare Expert. In addition to serving thousands of direct clients, Margo is a trusted resource for hundreds of financial advisors, CPAs, and estate planners on integrating medicare planning into their clients' retirement and estate plan. She is a returning speaker and partner to FPA with the mission of providing each FPA member with understanding and strategy of Medicare to best serve their clients' future needs.




Event ID  192