A Financial Advisor’s Guide to Medicare & Special Enrollment Periods - NAPFA and CFP® Credit

Keith Nabb

This program is a discussion on Medicare transitions. It is a discussion with Financial Advisors on how to assist their clients on managing situations such as life transitions, assisted living, stroke, selling home, etc. Topics such as enrollment periods and Medicare extras will be discussed.

Learning Objectives:
• Have a better understanding of Medicare’s Special Enrollment Periods
• Understand the importance of annual Medicare reviews and plan management
• Better understand that Medicare does not cover Long Term Care services

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.