SPEAKER: Louis Tumolo, Managing Director, Lou Tumolo Consulting

SESSION TITLE: Transitioning to Medicare

SESSION DESCRIPTION:

Overview of how Medicare works and the time franc for when and how to enroll in Medicare. Presentation also provides an overview of Medicare options regarding Original Medicare vs Medicare Advantage (Part C) and the relevant coverage, costs and accessibility to care for each option. Participants will leave with an understanding of when and how to enroll in Medicare to ensure there are no gaps in coverage and avoid potential penalties.

Field of Study: Specialized Knowledge

Program Level: Overview / 1 CPE credit / Non-Technical

Prerequisites: None

Advance Preparation: None

Speaker BIO:

Financial services executive wi1h over 40 years uf experience in all aspects of insurance and investments. Conducted over I000 workshops and seminars to 1000’s of clients and prospects. Certified Executive Coach, AHLI Certified Independent Medicare Consultant serving clients from Ameriprise, LPL, Merrill I.ynch. Wells Fargo. UUS. Morgan Stanley, Janney Montgomery Scott.

Email: loutumoloconsulting@gmail.com

LinkedIn: https://www.linkedin.com/in/lou-tumolo-64551032/

Website: