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September Webinar

Effectively Transitioning to Medicare at 65 or Retirement – Maximizing Your Medicare



Thursday, September 19, 2024
12 – 1 PM MDT (2 – 3 PM EDT)

September Webinar – Effectively Transitioning to Medicare at 65 or Retirement – Maximizing Your Medicare

About this Webinar

Take the mystery out of Medicare. Educate yourself and your clients. Everyone knows that it is important to consider Medicare at age 65. But to know the rules the government has imposed is often confusing and overwhelming. In rare cases, penalties may be assessed if your client does not sign up at the right time. Help them avoid critical mistakes. Mark Brownstein, a Medicare insurance specialist, will provide attendees with knowledge about the enrollment process, the timing, and how to choose a plan that’s right for their individual situation based on their health and their budget. Finding the right Medicare plan requires careful consideration and a reliable independent resource. If clients are turning 65, retiring, or moving to a new address, they need to know key dates and information about plans available in their state or county. Learn how to cover the critical area of medical expenses. This workshop will help you sort out the many options and plans that are available to Medicare-eligible clients.

Specifically, Mark will address:

  • How, when and at what age  to sign up for Medicare.
  • What your clients need to know before leaving their company group or retiree plan.
  • Medicare Parts A, B, C, and D.
  • Basic Medicare coverage, its cost, and the need for supplemental insurance.
  • The need to review doctors and medications closely.
  • How to spot situations where clients may defer Medicare Part B, saving money and allowing more time to plan for, and around, its eventual impact.
  • How IRMAA can dramatically increase the healthcare costs for higher income clients, and what options exist.
  • The unique Medicare rules for COBRA and HSAs.
  • Why so many Medicare enrollees tend to focus on prescription costs, out-of-pocket healthcare expenses, and issues around access to care.

About the Presenter

Mark Brownstein is Director of Medicare for Emerald Medicare. After decades of experience as a trusted business advisor, Mark now specializes in educating clients about Medicare and delivering comprehensive and competitive options and solutions. Mark has led workshops for more than 4,000 clients and trusted advisors and has provided Medicare solutions for more than 3,000 individuals, including tax and financial professionals, medical office staff, veterans, and other senior advisors. A three-time president of his local Financial Planners Association (FPA), Mark has been recognized as an energetic leader who is both committed to the highest fiduciary standards and to training and supporting his excellent team focusing on exemplary customer service. A passionate, independent, and dedicated director, he is both a strong listener and an authoritative advisor who calmly guides clients through the hype and confusion of Medicare toward a solution tailored to their specific needs.

Webinar spots are limited.
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CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option.

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