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Five MORE Medicare Mistakes—and How To Help Prospects and Clients Avoid Them

Tuesday, July 9 at 4:00 PM ET/1:00 PM PT

Our June 20 webinar, “Five Common Medicare Mistakes – and How To Help Prospects and Clients Avoid Them,” drew a large audience of financial advisors who are realizing that they need to be involved in helping clients transition to Medicare because no one else is doing this in an objective, unbiased way. When people’s understanding of Medicare comes from television commercials, mistakes are going to be made.

So we will be back with five MORE Medicare mistakes that people are making. Medicare, it turns out, has as much to do with personal finances as it does with healthcare. Wrong decisions made early in the process can end up costing clients far too much and also affect the quality of health care they receive. These decisions are usually made out of ignorance. During this webinar we will alert you to common Medicare mistakes and present case studies illustrating the damage they can do to your clients’ and prospects’ financial well-being.

Presenter:

Your workshop will be led by Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning. Elaine is the author of The Financial Advisor’s Guide to Savvy Social Security Planning and The Financial Advisor’s Guide to Savvy Medicare Planning. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.