Overall Rating: 4.8 / 5
Medicare's complex structure can have a significant impact on your client’s retirement plan.
It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and Medicare Advantage Plans.
Special focus will be placed on advanced planning considerations for high-income clients facing IRMAA surcharges as well as critical enrollment timing.
In "Medicare Mastery: Integration Strategies for Comprehensive Financial Planning" by Ari Parker, you will:
- Understand the key components of Medicare and Medicare Advantage Plans and how to make an informed; decision between the options.
- Learn about the 2025 changes to Medicare Part D;
- Confirm when to sign up for Medicare;
- Additional considerations for high earning clients.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Ari Parker, co-founder and Head of Medicare Advisory at Chapter
Meet Ari Parker, co-founder and
Head of Medicare Advisory at Chapter
Retirement planning experience
Ari Parker is the co-founder and Head of Medicare Advisory at Chapter, the country’s most valuable Medicare brokerage. Having advised over 100,000 Americans on Medicare decisions, he leads a team of licensed advisors who provide independent, unbiased Medicare guidance nationwide.
Retirement planning thought leadership and expertise
Ari holds a JD from Stanford Law School and is the bestselling author of “It’s Not That Complicated.” His approach to Medicare planning has been featured in The New York Times, The Wall Street Journal, and Forbes.
Originally from the Chicagoland area, Ari now resides in Scottsdale, AZ with his wife, two dogs, and newborn daughter.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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