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What You Need to Know About Medicare in 2022

12:00 pm–1:00 pm ET

Description

Managing rising healthcare costs in retirement is one of the greatest concerns cited by retirees. Whether you are currently retired or actively working, you have likely had this concern yourself. Join Paula McMillan, CFP®, CPA/PFS, CGMA to explore questions about Medicare, including: What do I need to consider when determining when to enroll in Medicare? What should I think about when choosing between Traditional Medicare and Medicare Advantage? How do I make sense of all of the options within them – understanding coverage, costs, etc.? What about long-term care – and potentially long term care insurance?

The following topics will also be discussed during this event:

  • How Medicare enrollment periods work—and what to do to avoid late-enrollment penalties
  • How much you can expect to pay in health care costs after enrolling in Medicare
  • How Medicare works with private insurance to provide comprehensive coverage
  • Why you must plan for higher health care costs in retirement—including the possibility of needing long-term care

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 with event code SN004422.

Questions? Please contact NCACPA Engagement Coordinator, Crystal Dempsey, at [email protected] or 919-469-1040.

Paula McMillan, CFP®, CPA/PFS, CGMA — Paula McMillan is a recognized national thought-leader in navigating financial wellness, retirement readiness, business exit planning and the unique financial challenges of women. Paula is passionate about helping people balance living a desired lifestyle today with accumulating the savings needed for tomorrow. She helps answer questions like “Do I have enough?” and “What strategies can I employ to have more?” through helping solve complex financial life planning challenges, creating customized roadmaps to financial independence, and developing investment strategies as a Wealth Advisor with Stearns Financial Group.

Paula has been published and quoted in national and local publications, including CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger’s, The Business Journal, How Stuff Works and more. Additionally, she created two national AICPA podcast series on retirement planning and women and wealth and is a TEDx presenter on the topic of Retirement: Longevity and Security. Furthermore, Paula regularly delivers presentations to national, regional, and local audiences on financial life planning related topics.


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Event Vendor:NCACPA

Event Type:Networking
NASBA Instructional Method:N/A
Event Code:SN004422

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$0.00
Non-MemberN/A$5.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.