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Evening Networking & CE: Medicare: The Important Changes For 2020
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11/6/2019
When: Wednesday, November 6, 2019
5:30 - 7:30 P.M.
Where: Dotdash
1500 Broadway
6th Floor
New York, New York  10036
United States
Contact:


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Evening Networking & CE:

 

Medicare: The Important Changes For 2020

 

 

Join your peers for an evening of networking and CE featuring a presentation and discussion about Medicare and upcoming changes in 2020 with Elizabeth Gavino.  Hosted by Investopedia at the Dotdash offices overlooking Times Square.

 

Food and drinks will be served.

 

PRESENTATION DESCRIPTION:

 

Medicare planning is ever fluid. With the new changes stemming from the final phase of MACRA, planners need to prepare the clients for these changes and adjust their financial plans accordingly. We will delve into Medicare 101 and the important changes to Medicare in 2020.

 

LEARNING OBJECTIVES:

  • What is Medicare?
  • Who can apply and when?
  • How does Employer group coverage get affected?
  • What is the difference between Medicare supplements and Medicare Advantage?
  • Real life Client Cases
  • How does Medicare affect financial planning
  • What are the changes to Medicare in 2020?
  • How can planners reduce risk for clients
  • What should planners include in their clients’ financial plans to account for these changes?

  

Speaker: Elizabeth Gavino, LUTCF, Medicare Minute Facilitator, Lewin & Gavino

 

Elizabeth Gavino, founder of Lewin & Gavino, is an independent broker and general agent for Medicare plans located in the New York City area. As a Medicare Minute Facilitator, she provides monthly Medicare education to people with Medicare, caregivers, and the professionals serving them. She is a regular expert for CNBC on the topic of Medicare and has been interviewed by other outlets as well.


Continuing Education Credits:
1.5 CFP® CE credits pending with CFP Board.  Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.

Registration Fees:
FPA Member - Free
Non-member - $50
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

 

With thanks to our meeting host:

 

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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