Helping Your Clients with Medicare Decisions

Thursday, February 19, 2015 with Liz Tredennick at 2:00 PM ET, 1:00 PM CT, 12:00 PM MT and 11:00 AM PT

Medicare is a confusing and complex program. With 10,000 people a day turning 65 in America there are many people needing to figure out their best Medicare choices.  If they are still working, do they need to do anything?   Is Medicare coverage better than employee or retiree coverage?  If they are leaving employment and heading to Medicare how do they choose between a Medicare Supplement and Medicare Advantage Plan?  And how about Medicare Part D prescription drug coverage?

Join us for a discussion on Medicare decisions and how to point your client to the best choices for their Medicare needs.

Liz Tredennick has been a CSA since February 2014.   She has 9 years’ experience with Medicare and was director of the Colorado SHIP  (State Health Insurance Assistance Program), a grant-funded program of Medicare to assist people with Medicare education, questions and issues.   She is a licensed insurance agent now and takes pride in taking the complex subject of Medicare and making it simple to understand.

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Private Employment: What Advisors Need to Know about Tax and Labor Law

Thursday, March 26, 2015 with Tom Breedlove at 2:00 PM ET, 1:00 PM CT, 12:00 PM MT and 11:00 AM PT

Household employment is very different than commercial employment, with unique filing processes, forms, deadlines and labor laws. Most families need help understanding their requirements so they can avoid expensive tax and labor law mistakes. Tom Breedlove, Director of HomePay, Provided by Breedlove – a specialist in household employment payroll, tax and HR since 1992 – will share information and tips about household employment that will help your clients avoid risk and save money.

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