480.494.2750

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

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

Venue

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

Date

Wednesday - November 13th, 2019

Time

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

Map

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