Three-Day Medicare Workshop Is Now Virtual—Watch From Your Home or Office on July 15-17, 2024.

(Sessions will be recorded and replays will be available for 90 days)

The Retirement Health Care Challenge…Helping Clients Plan for the Great Unknown –A Savvy Medicare 4-Day Intensive Workshop…

Yes, please sign me up for the three-day Savvy Medicare Workshop at the early-bird rate of $1,197 (deadline is July 1). You must be an active Savvy Medicare Planning member to receive this deal. Please note, attendees who sign up after July 1 will have access to digital versions of the classroom material. Your hard copy materials may not arrive until after the workshop begins.

Agenda

Day One: Monday, July 15, 2024

12:00 pm ET- 3:00 pm ET/9:00 am PT – 12:00 pm PT

Medicare Basic

• How Medicare works
• Who becomes eligible for Medicare and when
• Understanding Medicare enrollment periods
• How the late enrollment penalty works
• How to sign up for Medicare
• Part A: What it covers, how much it costs
• Part B: What it covers, how much it costs
• What's not covered by Part A and Part B: deductibles, copays, coinsurance
• How Medicare is financed

How Medicare works with other insurance

• Who pays first?
• Switching to Medicare vs keeping existing plan
• When a client can, should, or must enroll in Medicare
• Medicare and employer plans
• Medicare and retiree plans
• Medicare and COBRA
• Medicare and Tricare, FEHB, VA
• Medicare and ACA
• Medicare and HSAs

Day Two: Tuesday, July 16, 2024

12:00 pm ET- 3:00 pm ET/9:00 am PT – 12:00 pm PT

Supplementing Medicare with other insurance

• Why Medicare alone is not enough
  • Part A deductibles
  • Part B coinsurance
  • Part D prescription drugs

• Types of supplemental insurance
  1. Retiree/employer plans
  2. Medigap policies
  3. Part D drug plans
  4. Medicare Advantage plans
• How to evaluate supplemental insurance
  1. Retiree/employee plans vs. insurance purchased on open market
  2. Medigap vs. Medicare Advantage
• Mechanics of Medicare enrollment

Lavonne Marsh
Marsh Financial Services
Augusta, GA

Learning from
Each Other

I came to this seminar to learn from the expert, Elaine Floyd on how to develop strategies for integrating Social Security into the overall retirement plan for my clients. But a big benefit that I gained in addition to that was just being exposed to the people here—to my peers who have been…some of them have been doing it for years and they have a lot of real life stories to tell. Others of us are new to this and so we’re all searching for ways to improve. How’s it going to help my clientele? Any time that we can help a client get a bigger return on any investment and then help them strategize those investments for the maximum lifetime payoffs…I think that’s what Social Security is going to do for a lot of people. I’m excited about the ways that I can use this valuable tool.

“Elaine Floyd has this almost bigger than life reputation. I was warned about her from my First Global broker dealer about how knowledgeable she was and what she brings to the table. She has surpassed it. She really has. It flows from her like water. It’s just such a natural thing for her. It’s because she’s just filled up with it. I will be using her as a sounding board in the days and months to come. She’s wonderful.”

Day Three: Wednesday, July 17, 2024

12:00 pm ET- 3:00 pm ET/9:00 am PT – 12:00 pm PT

Transitioning to Medicare

• Pre-Medicare planning: Caveats
• COBRA mistakes
• Savvy Medicare planning for clients under and over 65
• When Medicare enrollment is mandatory
• When Medicare enrollment is optional
• How to evaluate existing insurance compared to Medicare
• Ongoing Medicare management: annual open enrollment period
• How to help clients minimize Medicare costs; appealing the IRMAA

Managing Health Care Costs in Retirement

• Planning for health care costs in retirement
• Health care cost components: premiums, deductibles, cost sharing, out-of-pocket costs
• Late enrollment penalties
• Managing and minimizing health care expenses in retirement
• Planning for long-term care

Building Your Business Around Savvy Medicare Planning

• Marketing your Savvy Medicare planning services via seminars and workshops: Overview of the Marketing Toolkit
• Case studies
• Workshop tips
• Educating CPAs, attorneys, and other centers of influence

Instructional material

Full workshop materials: classroom manual, handouts, case studies, slides, etc.

CE Credit

Holders of the CFP designation will qualify for 7 CE credits.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, Learn-It-All attendees get a complementary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes; discuss your key take-aways from the workshop; discuss your key goals for integrating Social Security into your business; complete a one-page action plan to guide you in your next steps. ($499 value)

Presenters

Elaine Floyd

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 and The Financial Advisor’s Guide to Savvy Medicare. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.

 

Sean Bailey

Sean M. Bailey is the Editor in Chief of Horsesmouth. Over the last 20 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. In his business development presentation at the four-day intensive workshop, he’ll lead you through in-depth case studies examining the prospecting side of advising Boomers about Social Security.

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth’s Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760