Understanding Social Security and Medicare
Total Credits: 1 CLE
- Average Rating:
- Not yet rated
- Faculty:
- Ruthann M. Driscoll, JD, CFP©, CLU, RICP©
- Duration:
- 1 Hour 16 Minutes
- Format:
- Audio and Video
- Product Type:
- On Demand - Also available: On Demand
- License:
- Never expires.
Description
A plan with benefits
Medicare and Social Security are two of the most popular government programs, providing financial protection to a large portion of the American population. Many people rely on Medicare to pay for healthcare expenses and use Social Security benefits as a key source of income in retirement. Unfortunately, these government programs can be extremely difficult to navigate.
That’s why Understanding Social Security and Medicare is here to provide you with the knowledge and skills you need to confidently address these complex programs on behalf of your clients (or yourself). Ruthann M. Driscoll will offer guidance on the substantive law basics of each program, as well as:
- Eligibility requirements and enrollment procedures
- The legal rights and responsibilities of beneficiaries
- How benefits are calculated and taxed
- What is and isn’t covered by Medicare
Gain strategies for maximizing benefits and explore how Medicare and Social Security benefits interact with other benefits like Medicare Supplements.
Understanding Social Security and Medicare will enhance your understanding of these critical programs and provide valuable insights you can apply in your practice.
Handouts
| CA3444 Course Materials (3.10 MB) | Available after Purchase | ||
Faculty
Ruthann M. Driscoll, JD, CFP©, CLU, RICP© Related Seminars and Products
Driscoll Law LLC
Ruthann M. Driscoll, JD, CFP©, CLU, RICP©, is a founding member of Driscoll Law LLC in Wauwatosa, Wisconsin. She received both her undergraduate and law degree from Marquette University. Ruth has held various roles throughout her legal career, including as a law clerk for the Wisconsin Court of Appeals, many years in private practice, legal counsel for a Trust Company, Planned Giving Director for a university and a Director of Advanced Planning at Northwestern Mutual. Ruth is a frequent speaker on Medicare, Social Security and Estate Planning at conferences and seminars nationwide. Ruth is an Adjunct Professor at the American College, teaching courses on Estate and Retirement Planning.