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The one (1) hour Seminar is a comprehensive overview of the important considerations that Human Resource Managers want to know about Medicare. Specifically, it is a good opportunity to understand some of the risks with who should enroll in Medicare at age 65, and who can wait to enroll in Medicare until retirement. Many Human Resource Managers/Consultants find this presentation to be extremely valuable, even if they do not want to personally advise their employees about Medicare. Being able to spot the red flags or potential Medicare mistakes employees can make, is important when planning for retirement. The webinar will also include a discussion of Medicare costs for retirement budgeting.
Medicare Benefits: • Differences between Medicare Advantage and Medicare Supplement • Are the elaborate benefit promises your employees see on TV true? Comparison of Group Health vs Medicare: • Why should employees that are over age 65 look into Medicare even if they will continue working. • Variables we consider when doing a cost analysis with GHP vs Medicare • Examples when it would be more beneficial for an employee/spouse to have Medicare rather than GHP. Medicare Red Flags- HR needs to know: • Impacts of HSAs-do they work with Medicare? • Cobra and Severance coverage on employees/retirees over age 65 Speaker:
Tracy Russo-Keesey, CEO, HTA With an extensive career in insurance, Tracy brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance. She has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education. Financial Planning firms, Chamber of Commerce and NAIFA organizations, Elder Law firms, and Employer and Consumer groups have invited Tracy to be their expert guest speaker on the topics of Medicare & LTC Planning. Not only does she offer educational seminars for clients, she is a certified instructor for Continuing Education Credits for Advisors on Medicare and LTC. Tracy’s knowledge of the marketplace and products is unparalleled in the industry. Tracy earned her bachelor’s degree in Finance from West Chester University. She holds the Certificate in Long-Term Care (CLTC) designation and is President for the PA State Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Tracy, her husband, Joe, and their 3 boys reside in Elverson, PA. Learn more about Tracy and HTA here. |
DATE: Tuesday, June 24, 2025 TIME: 12:00 - 1:00 PM Eastern COST: FREE - All Chapter Members, (Carolinas and all other chapters) $10 - Non-Chapter Members REGISTRATION: After submitting your registration, you will receive the Zoom link to join before June 24th. QUESTIONS: Contact Us 
This program qualifies for one (1) CEBS compliance credit. Visit www.cebs.org/compliance for more information. |