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Self-Study CPE
ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
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The Road to Medicare: How to Help Your Clients Avoid Costly Medicare Mistakes

THE ROAD TO MEDICARE: HOW TO HELP YOUR CLIENTS AVOID COSTLY MEDICARE MISTAKES

Available Date(s)
Wednesday, July 13, 2022: 11:00AM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Back by popular demand and in a longer format! How do you address the Medicare-related concerns of your clients? Do you tell your clients to visit a Social Security office or go to Medicare.gov? Maybe you refer them to an insurance agent? Do you provide them with some basic information on Medicare? Or, are you one of the many professionals who assumes someone else will help your clients with this crucial need? People 60+ are some of the most valuable clients that financial professionals can have. When the "Medicare Bomb" goes off in their lives, do you really want them searching for answers from other professionals who may or may not have their best interests at heart? Protect the valuable relationships you have with your clients by attending this insightful and entertaining (yes—entertaining) event. 

Through this webinar, you’ll get an overview of the Medicare landscape today. You'll step into your client's shoes and see how confusing, overwhelming, and even scary Medicare decisions can be. After all, just one Medicare mistake can literally derail a client's retirement plans. Finally, you'll learn some key talking points that will allow you to have a meaningful Medicare conversation with your clients — without having to become a Medicare expert or sell insurance.

Learning Objectives: 


  • Recognize the need that your 60+-year-old clients have for trusted Medicare advice

  • Summarize the Medicare landscape today

  • Outline key talking points that will allow you to have meaningful Medicare conversations with clients

Linkedin

Melinda Caughill

i65
Co-founder
melinda.caughill@i65.com
(262) 240-9860

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For Melinda, Medicare is more than just a job, it’s a family tradition. As the daughter of a nationally recognized expert and pioneer, Diane J. Omdahl, RN, MS, she basically grew up with Medicare being discussed nightly at the dinner table.

Today, as a co-founder of 65 Incorporated and the revolutionary i65 Medicare enrollment software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance through her high-energy, entertaining Medicare presentations. Melinda is skilled at taking confusing, complex subjects like Medicare and translating it into easy-to-understand, highly visual concepts. In fact, she’s the designer behind the revolutionary “3 Parts and 2 Paths” redefinition of how Medicare works. According to many people, this unique interpretation was “the first time Medicare ever made sense.”

She’s also worked with and been a featured speaker for some of the nation’s foremost corporations, like PBS, Macmillan Publishing, Edward Jones, Advisor Group, LPL, Protective, and more.
 

Additional Materials
iEstimate- Sample Report to Help Clients
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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i65® is a revolutionary new software designed to help individuals turning 65 make the best choices when enrolling in Medicare. This software is the brainchild of 65 Incorporated, a company that provides Medicare enrollment consultations to individuals turning 65.

i65 is not affiliated with any insurance organization and does not sell any Medicare-related products. i65 gets to know a person’s unique needs by having them answer a series of simple questions and then provides individualized, step-by-step Medicare enrollment guidance in a printable RoadMap.

Finally, today’s seniors no longer have to become experts on Medicare regulations simply to enroll in the program. With i65, now anyone can leverage the knowledge and experience of one of the nation’s foremost Medicare experts, Diane J. Omdahl, RN, MS.