NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Presented by National Association of Estate Planners & Councils
Wednesday, December 11, 2024
3:00pm - 4:00pm ET
Speaker: Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished)
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.
2024 Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during 2024 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.
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.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimenary basis! Participants must create an account and then register for the webinar they would like to attend.