TOPIC: MEDICARE FOR THE MASS AFFLUENT & HEALTH CARE IN RETIREMENT--THE NEED FOR PLANNING
DATE: Wednesday, June 3, 2020, 8 AM to 10 AM
LOCATION: M & T Bank Building, 120 White Plains Road, 3rd Floor, Tarrytown, NY 10591
SPEAKER: Mark Brownstein, CSA (Certified Senior Advisor)
Mark is regarded as a "trusted advisor" and is a fully licensed Medicare professional servicing NY, NJ, CT, and FL. He is the director of Medicare for Emerald Medicare. Mark has received industry recognition aas a higherly energetic leader who is both committed to the highest fiduciary standards and to service quality. As an elder advocate, Mark helps improve many facets of seniors and the adult children's lives.
LEARNING OBJECTIVE: Up-to-date information of IRMAA, COBRA, HSA, Roth IRA's, Part C and D as well as Medi-gap costs, enrollment periods, services Medicare does not cover, out of pocket limits, discount pharmacy options, and Medicare for all.
Member Price: $20/members and non-members
Program Pre-requisite: None
Program Level: Intermediate
Advanced Preparation: None
Type of Delivery: Group Live Seminar
This program is sponsored by the WESTCHESTER/ROCKLAND CHAPTER NATIONAL CONFERENCE OF CPA PRACTITIONERS INC. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
New York State License Number: 000124
New Jersey License Number: 20CE00237100
For a complete copy of NCCPAP education program policies including refund policy and complaint resolution policy, contact Pat Sornberger at 516-333-8282 or e-mail firstname.lastname@example.org