With healthcare going up faster than other costs in retirement, upfront planning – now – matters. Procrastination is costly and can leave you with less options. This planning includes understanding Medicare as the healthcare system everyone must utilize in retirement. The Financial Planning Networking Group is pleased to welcome Paula McMillian on Tuesday, September 26 from 12:00 – 1:00 pm as she leads us on this discussion.
We will talk about how to arrive at those estimates which includes the latest on Medicare today in a discussion about:
- Traditional Medicare versus Medicare Advantage
- When to enroll and how to avoid deadlines
- What you need to know about drug plans
- What is covered and what is not
- Much more…
Whether attending for yourself or for clients, family and friends who depend on you, join us to find out what you need to know in 2023 about Medicare.
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352.
About the speakers:
Paula McMillan, CFP®, CPA, PFS, CGMA
Paula helps people pay less taxes and make more money as a financial advisor, national presenter and author with a specific focus on income taxes and estate planning. She is published and quoted in CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger’s, The Business Journal, How Stuff Works, NCACPA Interim Report and more. Paula created two national AICPA podcast series on retirement readiness and women and wealth as well as participating as a TEDx presenter on the topic of Retirement: Longevity and Security.
Paula’s Professional Contributions: AICPA Advanced Personal Financial Planning Conference Committee, Investment Subcommittee Chair; AICPA Personal Financial Specialist (PFS) Credential, Committee Member; Society of Financial Service Professionals (SFSP), Board Member; Society of Financial Service Professionals (SFSP) Foundation, Board Chair; Greensboro Estate Planning Council, Board Member; Plenteous Financial Forum, Founder and Chair
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.