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" with Ari Parker, you will:

1. Understand the key components of Medicare and Medicare Advantage Plans and how to make an informed decision between the options;
2.  Learn about the 2025 changes to Medicare Part D;
3. Confirm when to sign up for Medicare;
4. Additional considerations for high earning clients. 

Your presenter is Ari Parker, JD, Co-Founder and Head of Medicare Advisory at Chapter. 

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.

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. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l 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

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