Topic: Medicare Updates: What the Financial Planner Must Know
Speaker: Jamon White J.D., Founder, Four Oaks Medicare Planning
Medicare is confusing and can be difficult to navigate for a retiree and their advisor. The rules are changing and both the retiree and their financial advisor need to understand not only the basics of Medicare but also how Medicare will affect their healthcare decisions and also their retirement plan. This session will be geared to help the financial advisor understand not only the basics of the Medicare program but also the common mistakes and pitfalls and changes in the law.
Learning Objectives:
Objective 1: Explain the basics of the Medicare system Objective 2: Outline new important law updates related to Medicare (e.g. Inflation Reduction Act) Objective 3: Outline errors and omissions for Medicare beneficiaries to avoid problems/penalties
More about the Speaker: Jamon White, founder of Four Oaks Medicare, has helped over 1000 seniors understand the complexities of Medicare and answer their Medicare questions. He knows Medicare is difficult to understand and makes it much easier to navigate. Jamon White graduated from UT law school (2003) and currently lives in Austin with his wife and two children.
Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.