A Financial Planner’s Guide to Medicare - NAPFA and CFP® Credit

A Financial Planner’s Guide to Medicare - NAPFA and CFP® Credit

B-Insurance & Risk Management

Keith Nabb

Member: $49.00
Non-Member: $69.00Your price

Published: 10/12/2020

This program is an overview of Medicare. It is a discussion with Financial Advisors on how to properly advise their clients on Medicare programs and choices. Topics such as Medicare resources, enrollment periods, and benefits will be discussed. Particular attention is given to preventing overspending and lifetime penalties. Long Term Care is highlighted as a benefit NOT covered by Medicare.

Learning Objectives:
• Gain a better understanding of the different parts of Medicare
• Know the different enrollment periods for Medicare plans
• Better understand the costs that Medicare does/doesn’t cover

1 NAPFA CE in B - Insurance & Risk Management will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

Recorded at the NAPFA Fall 2020 National Conference.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.