October Chapter Program

October 20, 2017
11:30 AM MDT - 2:30 PM MDT
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Wellshire Event Center
3333 S Colorado Blvd.
Denver, CO 80222
 Directions

Medicare 101: Adding Value to your role as a Financial Adviser

Speaker:
Julie Freshman
sales respresentive at United Healthcare

 

Attendees will discuss the history, background and basic components of Medicare. We will learn how you plan for health care costs as retirement nears, why it is an important piece of fiscal health, and impacts your clients’ overall investment strategy. Particiants will review the key points to discuss with client’s so they are not subject to penalties from the government and assure they’re medical needs are addressed appropriately.

Learning Objectives  

  1. Learn to ask key questions to help guide your clients through Medicare maze.
  2. Understand the complications that can arise with inadequate coverage.
  3. Protect your client’s assets and investments from unforeseen catastrophic health care costs.

Approved for 1 hour of CFP CE and 1 hour of Colorado Insurance CE

Health Insurance Marketplace 101

SPEAKER:
Stefanie Bremers
Health Insurance Specialist 

We will be unraveling the mystery of the health insurance marketplace in our Health Insurance session. You will learn how to help your clients navigate individual, family and small business assistance options, as well as understanding the basics of the Colorado Health Insurance Exchange for individual and family health insurance and small groups.

Learning Objectives

  1. Explore health insurance terms.
  2. Understand what is the ‘marketplace’.
  3. Discuss why health insurance is it important to plan for with your clients.

Approved for 1 hour of CFP CE and 1 hour of Colorado Insurance CE

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

In case of Emergency - COFPA has an emergency plan for the Wellshire with all our 2017 events. Review the plan and be safe!

Tickets

$39.00 FPA Members
$49.00 after 12:00 am October 13

$49.00 FPA Non Members

$29.00 Student
$39.00 after 12:00 am October 13