“Medicare 101 – The As, Bs, Cs, and Ds of Medicare”
by Erin Fisher, President of Find Medicare Plans
Webinar – Monday, November 19 2018, 1:00 PM – 2:00 PM EDT

Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans.
Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that Medicare itself does not pay when a claim is received. In addition, making the wrong decision in Medicare enrollment or non-enrollment can [read more …]

“Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects”
by Heather Schreiber, RICP®, Founder and President, HLS Retirement Consulting, LLC
Webinar – Tuesday, November 28 2018, 11 AM – 12 PM EST

Social Security is a very real part of the retirement income for the majority of Americans.
As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients. [read more …]

“IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust”
by Rex L. Hogue, Attorney & Partner, Estate Law Expert
Webinar – Tuesday, December 4, 2018, 3 PM – 4 PM EST

Qualified retirement plans can create numerous estate planning problems.

Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries. You will learn how a retirement plan trust avoids problems such as a beneficiary deciding to cash out early, or a beneficiary rolling over the client’s IRA into the beneficiary’s IRA [read more …]

“Advance Care Planning: A Critical Component for Building Client Relationships”
by Paul Malley, President of Aging with Dignity
LIVE Webinar – Thursday, December 13, 2018, 12 PM – 1 PM EST

Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an advance directive. This webinar will help advisors develop skills to begin and continue these difficult conversations, use advance care planning [read more …]

“Medicare 101 – The As, Bs, Cs, and Ds of Medicare”
by Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications
Webinar – Monday, December 17, 2018, 1 PM – 2 PM EST

Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio.
All these decisions are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help [read more …]

“Protecting Your Clients From Financial Abuse”
by Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator
Webinar – Thursday, December 27, 2018, 12 – 1 PM EDT

Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically.
It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse. This webinar will give advisors the skills they need to protect their clients. [read more …]