Most baby boomers will face a health care financial crisis in retirement because of inadequate or faulty knowledge of Medicare basics. 

This one-hour continuing education course will begin with an overview of Medicare and end with a discussion of long-term care. It will acquaint CPAs with the way health care works for retirees, and how they can help clients plan for health care expenses and transition smoothly into retirement. 

Learning Objectives:-

• To identify various planning strategies for Medicare
• To estimate Medicare healthcare costs for various clients
• To identify ways to reduce Medicare costs and maximize benefits
• To identify health care work for retirees

 Key topics:-

• How Medicare enrollment periods work 
• What do you need to do to avoid late enrollment penalties for clients?
• How much clients can expect to pay in health care costs after going on Medicare.
• How Medicare works with private insurance to provide comprehensive coverage.
• Why do most people pay too much for private insurance and how you can help clients avoid excess costs.
• Why planning for higher health care costs in retirement is essential — including the possibility of long-term care.

 Who Should Attend?

• Accountant
• Accounting Firm
• Bookkeepers & Accountants & Tax Preparers
• Certified Financial Planner
• Certified Senior Advisor
• CPA - Mid Size Firm
• CPA - Small Firm
• Financial Planner
• Personal Financial Specialist (PFS)
• Young CPA