A Financial Advisor’s Guide to Medicare & Special Enrollment Periods

B (1)
B (1)
3:45 PM - 4:45 PM
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:
• After this session, participants will have a better understanding of Medicare’s Special Enrollment Periods.
• After this session, participants will understand the importance of annual Medicare reviews and plan management.
• After this session, participants will better understand that Medicare does not cover Long Term Care services.

NASBA CPE Credit: 1 NASBA Field of Study: Specialized Knowledge