Continuing Education Event for CPA Professionals – Making Sense of Medicare for Clients

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Making sense of Medicare coverage options can be a daunting task for your clients, so with the the Medicare Annual Enrollment Period upon us (Oct. 15 – Dec. 7), now is the perfect time to discuss the ins and outs of Medicare.

We will discuss:

  • What are the Medicare coverage options and what are the costs?
  • What key changes are coming to Medicare in 2020?
  • How do Medicare high-income surcharges impact your clients?
  • How do clients make changes to their Medicare coverage to meet their needs?
  • How does Medicare coordinate with supplemental coverage?
  • Where can your clients get additional help, information and resources on Medicare?

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors


Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016


Wednesday - November 13th, 2019


11:30 a.m. to 1:00 p.m.


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