This course provides a comprehensive overview of Medicare, focusing on the various parts of the program, eligibility requirements, enrollment processes, and coverage options. Attendees will gain an understanding of Original Medicare, including Parts A and B, as well as Medicare Advantage (Part C) and Prescription Drug Plans (Part D). It will also address the limitations of Medicare coverage and the importance of supplemental insurance options, such as Medigap plans.
Congress passed Medicare in 1965 as health coverage for those age 65 and older, regardless of income and medical history. However, it’s been expanded to cover younger and disabled people. Participants will be equipped with the knowledge necessary to navigate the complexities of Medicare and make informed decisions regarding their healthcare coverage.
Learning Objectives:
Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Carlos is known for his fiduciary approach, ensuring all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.
Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.
Carlos is a proud recipient of the CPAacademy.org Top Presenter award for 2022 and 2023.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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