BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//NABIP-FW Chapter - ECPv6.15.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:NABIP-FW Chapter
X-ORIGINAL-URL:https://nabip-fw.org
X-WR-CALDESC:Events for NABIP-FW Chapter
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:UTC
BEGIN:STANDARD
TZOFFSETFROM:+0000
TZOFFSETTO:+0000
TZNAME:UTC
DTSTART:20240101T000000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=UTC:20240912T113000
DTEND;TZID=UTC:20240912T123000
DTSTAMP:20260426T002408
CREATED:20240808T125021Z
LAST-MODIFIED:20240808T125021Z
UID:10000028-1726140600-1726144200@nabip-fw.org
SUMMARY:Virtual CE - The Eclipse of Medicare and Social Security
DESCRIPTION:Join the Virtual CE live stream class to master the relationship between Social Security and Medicare. Gain insights to offer tailored retirement planning advice. Buy your ticket now to enhance your expertise and support clients’ financial well-being. \nCourse Description:\nUnderstanding the intricate relationship between Social Security and Medicare becomes paramount for informed decision-making and financial planning as individuals approach retirement. This continuing education course empowers licensed insurance professionals in the financial and healthcare sectors and individuals seeking to optimize their retirement benefits. \nCourse Objectives:\nBy the end of this course\, participants will have gained a nuanced understanding of the intersection between Social Security and Medicare\, enabling them to provide informed and tailored advice to consumers. This course will help participants better understand the dynamics of Social Security and Medicare integration\, ultimately contributing to the financial well-being of individuals planning for retirement. \nCourse Outline:\n\nI. Understanding of Social Security Benefits (15 minutes)\n\na. Explore the various Social Security benefits available\nb. Analyze the impact of early or delayed retirement on Social Security benefits\nc. Understand spousal and survivor benefits and their implications\n\n\nII. Medicare Fundamentals (10 minutes)\n\na. Overview of Medicare Parts Parts A\, B\, C\, and D\nb. Explore eligibility criteria and enrollment periods\nc. Analyze the cost-sharing components of Medicare\n\n\nIII. Integration of Social Security and Medicare (10 minutes)\n\na. Examine the coordination of Social Security benefits with Medicare coverage\nb. Understand the impact of Social Security income on Medicare premiums\nc. Review the Medicare application process on the Social Security website\n\n\nIV. Financial Implications and Planning (10 minutes)\n\na. Financial considerations of relying on Social Security and Medicare in retirement\nb. Strategies to maximize overall Social Security income\nc. Understand the tax implications\n\n1. Social Security benefits\n2. Medicare coverage\n3. Health Savings Accounts\n\n\n\n\nVI. Practical Application (10 minutes)\n\na. Ethical considerations regarding advising clients on Social Security and Medicare\nb. Communication skills to convey complex information to clients effectively\n\n\nVII.  Questions/comments\n\n\n\n\n\nMeet Our Speaker\n \n \nMike Smith entered the insurance business in 1993 as a marketing and broker service representative at The Brokerage Inc.  As President-Emeritus of The Brokerage\, Mike has been instrumental in growing a leading National Marketing Organization focused on personalized service with a high level of support in marketing and technology.  With 30 years of industry experience\, Mike has fostered strong relationships with agency partners\, carrier leaders\, and political figures.  Mike has positioned The Brokerage to be a strong influencer in the life\, health\, and Medicare insurance industry. \nThroughout his career\, Mike has been recognized by his peers with numerous\, prestigious accolades: \n\nThe Donna Carnall Career Achievement Award (Ft Worth AHU 2005)\nThe Hollis Roberson Award (Texas AHU 2015)\nThe NAIFA Dallas Advisor of the Year (2017)\nThe NAIFA-Dallas O.C. Jackson Hall of Fame Award (2021)\nThe National Association of Independent Life Brokerage Agencies “ID 20 Award” (NAILBA 2020)\nAnd recently\, the Janet Trautwein Spirit of Independence Award (NABIP) honoring the most courageous innovators\, change-makers\, trailblazers\, visionaries\, and leaders in the industry (Mar 2023)\n\nMike is currently serving as the Chairman of the NABIP Medicare FMO Advisory Council and is Co-Chair of the NABIP Long Term Care Insurance Advisory Group. \nMike is an active member of: \n\nThe National Association of Benefits and Insurance Professionals (NABIP)\n\nChairman of the NABIP Medicare Working Group (2019-2023)\nCurrent Chairman of the NABIP FMO Advisory Council\nCo-Chair of the NABIP Long Term Care Advisory Group\nPast President of the NAHU Ft Worth chapter\, 1997\n\n\nThe National Association of Insurance and Financial Advisors – Dallas (NAIFA-Dallas)\nThe National Association of Independent Life Brokerage Agencies (NAILBA)\nThe Brokers Health Insurance Network (BHINI President 2008-2009)\nAmerica’s Long Term Care Insurance Experts (AALTCI) Member of the Founding Board of Directors\nSubCenters\nThe Marketing Alliance\n\nAdditional info on Mike Smith: \n\n1989 Mike earned his bachelor’s degree in Business Administration from The University of North Texas\n2003 Mike earned the Long-Term Care Professional designation\n2012 Mike earned the Small Group Specialist designation\n\nSecure a spot and buy your ticket today! \n*Details about the live stream will be provided along with your ticket purchase.
URL:https://nabip-fw.org/event/virtual-ce-the-eclipse-of-medicare-and-social-security/
LOCATION:TX
CATEGORIES:Virtual CE
ATTACH;FMTTYPE=image/jpeg:https://nabip-fw.org/wp-content/uploads/2024/08/african-teen-school-girl-distance-learning-during-2023-11-27-05-33-03-utc-scaled.jpg
END:VEVENT
END:VCALENDAR