Attendees will learn:

• How Medicare enrollment periods work—and what clients need to do to avoid late-enrollment penalties.
• How much clients can expect to pay in health care costs after going on Medicare.
• How Medicare works with private insurance to provide comprehensive coverage.
• Why most people pay too much for private insurance and how you can help clients avoid excess costs.
• Why planning for higher health care costs in retirement is essential—including the possibility of long-term care.

This educational session will provide an overview of Medicare, and acquaint CPAs with the way health care works for retirees, and how they can help clients prepare for health care expenses and transition smoothly into retirement.

Charlie Wolpoff Bio