Broker Check
26 March
Medicare Seminar (CPE Offered)


Managing Health Care Expenses in Retirement

Failing to adequately plan for health care costs in retirement could result in costs which decrease the ability to maintain a quality lifestyle or even the ability to afford needed health care.

This presentation will focus primarily on Medicare, addressing it in general terms, including tips and traps a retiree should be aware of:

  • Enrollment issues
  • Coverage issues
  • Coordination with private insurance

Secondarily, the presentation will discuss the need to consider planning for higher health care costs in retirement due to:

  • Inflation
  • Increased need for services due to aging
  • Long term care issues

Breakfast will be provided

This is a CE (Continuing Education) course and is open to financial professionals only. Free CPE credit will be given. Registration required.

Date and Time

Thu, Mar 26, 2020

8:00a - 9:00a EST


Family Wealth Decisions Group

6900 Jericho Turnpike
Suite 101E
Syosset , NY 11791
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Event Registration