This course will be LIVE on: Wednesday, April 22, 2026, 2:00 PM – 3:00 PM EDT.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.

However, they might perceive Medicare to be a world of unspoken rules and fear making the wrong decision. 

There are strategies you can help your clients use both before starting Medicare and while enrolling in Medicare to ensure they are correctly navigating Medicare rules and options to protect their healthcare rights and savings.

In “21st Century Medicare Planning to Protect Your Client's Healthcare Rights and Retirement Savings” by Emily Gang you will:

1. Understand three things your clients should be doing one to three years before Medicare to prepare for Medicare;
2. Get key questions your clients should ask themselves, so they don't regret their Medicare decision;
3. Recognize how your client's income and distributions will impact what they pay for Medicare;
4. Know the appropriate situation when your client should delay joining Medicare.

Your presenter is Emily Gang, Owner of the Medicare Coach.

Emily Gang left her seven-year position managing risk for Goldman Sachs to study the ins and outs of Medicare. Since then, she has combined her experience and passion for helping people with the way people should make their Medicare decision. Emily has guided over 100,000 people across the country thru navigating Medicare rules and insurance company confusion to make the right Medicare decision based on their unique situation. 

Her expertise in Medicare has gained her national recognition as the Medicare Specialist. Emily has been featured in Forbes, Business Insider, Nerd Wallet, US News, Yahoo Finance, Retirement Resource Center, and has presented for Thrivent Financial members.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.8 / 5