IDFA Online Learning
Medicare - The Elephant in The Room of Retirement and Divorce: Breakout Session 1
Recorded On: 09/19/2023
Financial advisors today are trying very hard to ignore the elephant in the room, but, sorry to say, it's not going away... The elephant we're referring to is Medicare. For millions of Americans, Medicare is confusing and scary and it's at the heart of so many retirement fears. "What if I develop a health issue?" "Will I run out of money?" "How much does Medicare actually cost?" "How do I enroll in Medicare?" "How do I make sure that I'm Making the right decisions?" What if I make a mistake?"
As scary as Medicare is for your clients, it can be even scarier for you, their financial advisor. "What if my client makes a Medicare mistake and then runs out of money?" "What if my client gets divorced before or during retirement?" What if I give my client bad guidance?" "what if I don't help them but another advisor or agent does and steals my client?" "There's no money in it."
It's time to confront the elephant in the room. Don't worry! You don't have to become a Medicare expert or sell insurance to provide guidance to your clients. You'll learn exactly how and why to help in this powerful session
Approved for One (1) hour of CDFA and CFP CE Credit.
Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration. Please contact the Fairmont Dallas at 214-720-5315 to book a stay for the conference.
Melinda A. Caughill
CSA
Co-Founder, Sixty-Five Incorporated
For Melinda Caughill, Medicare is more than just a job, it’s a family tradition.
As the daughter of a nationally recognized Medicare expert and pioneer, Diane J. Omdahl, RN, MS, she basically grew up with Medicare being discussed nightly at the dinner table.
Today, as a Co-Founder of 65 Incorporated and its revolutionary i65 Medicare guidance software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance.
With her extensive background in marketing in addition to Medicare, Melinda is skilled at taking the most confusing and complex aspects of Medicare and translating it into easy-to-understand visual concepts. In fact, she’s the designer behind the revolutionary “3 Parts and 2 Paths” redefinition of how Medicare works. According to many people, this unique interpretation was “the first time Medicare ever made sense.”
Melinda is also a high-energy and entertaining Medicare speaker. She’s received rave reviews for her presentations to professional organizations, including the AAII, CSA, FPA, Financial Experts Network, CPA Academy, as well as for prominent companies, like Charles Schwab, Edward Jones, LPL, AG, Allstate, Protective and more. People ask for her to come back.
She’s also consulted with some of the nation’s foremost corporations, like PBS and Macmillan Publishing, to provide their human resources staff, employees and retirees with expert, unbiased Medicare guidance.
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