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Medicare was complex enough before the new legislation—which means that now, clients are bound to have more questions than ever. Here's an overview of the costs and coverage provided by Medicare, as well as the changes you and your clients can expect over the next few years.
Do your clients expect Uncle Sam to foot the bill for their long-term health care? If so, they need to think again—and start planning now for potentially hefty nursing home and hospital costs down the line.
Is saving for retirement low on your clients' priority list? Use this review of six major risks to jump-start the planning process and ensure that clients have the basics covered.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025