In this course, explore strategies to maximize Social Security benefits. Then, hear the top 5 mistakes people make on Medicare.
BENEFITS
Earn 4 CPE credits in Consulting Services.
HIGHLIGHTS
Social Security: Maximizing Benefits Under the "New Rules"
This course will detail many “little known” strategies available to maximize eligible Social Security benefits. We will also review the “new rules” governing Social Security as a result of the Bi-partisan Budget Act of 2015. Since over 90% of filers receive less money than they are entitled to, this course will detail numerous strategies available to married, divorced, widowed, couples with minor children and strategies available to business owners to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net worth individuals.
The Top 5 Mistakes People Make on Medicare
This course will start with a foundational overview of Medicare: how and when to enroll, the different Parts of Medicare, Part B premiums (and Income adjustments), what is a Medicare Advantage Plan vs a Medicare Supplement, and how Part D of Medicare works. We will review more complex situations for people working past the age of 65 as it relates to Medicare enrollment. We will also discuss the MACRA (Medicare Access & Chip Reconciliation Act) of 2015 and how it will impact Medicare Supplements in 2020. The end of the presentation touches briefly on Paul Ryan’s proposed plans for Medicare in his 2016 Publication “A Better Way”. Throughout the presentation, we will highlight the Top 5 Mistakes People Make on Medicare.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$25 late fee will be applied after 9/18. Season pass holders must register for each event.
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.