NAEPC Webinar: The Best Practices in Social Security and Medicare Planning

Date: Wednesday, December 11, 2024
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished)

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This dynamic session will explore the best strategies in Social Security and Medicare planning.  Topics to be discussed include retirement planning with and without Social Security, calculating the retirement benefit, determining the best starting date for Social Security, considerations for other family beneficiaries', and maximizing survivor's benefits, and understanding Income-Related Monthly Adjustment Amount (IRMAA).  By the end of the presentation, you will be equipped with valuable insights and actionable strategies to make the most of Social Security and Medicare benefits. 

 

Julie A. Welch is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in the Kansas City area where she advises individuals and businesses.  She speaks nationally on tax-saving topics and writes for several financial planning and business publications.  She was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.

 

 

 

Randy Gardner is the managing member of Goals Gap Planning, LLC, a financial education firm providing services to individuals and financial entities.  A former Professor at the University of Missouri, Randy speaks nationally on tax, retirement, and estate planning issues.  He also writes for many publications, serves as a columnist for The Journal of Financial Planning, and advises tax and estate planning clients.

 

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


Fees 

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ​
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 


Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 


Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

See Upcoming Event Calendar