Buxmont: Medicare
2 hours Federal Tax, IRS:
Please note that this meeting is a BREAKFAST meeting that will take place from 9 – 11 a.m. Registration 8:00 a.m., Breakfast Buffet 8:15-9:00 a.m., CPE 9:00—11:00 a.m.)
This course provides a practical overview of Medicare eligibility, coverage options, and enrollment timing. Participants will learn how Medicare Parts A–D function, compare Medicare Advantage and Medicare Supplement plans, and understand enrollment deadlines, penalties, and coordination with employer group coverage. The course equips professionals with the knowledge needed to guide clients approaching Medicare eligibility and help them avoid common enrollment mistakes.
Learning Objectives
After completing this course, participants will be able to:
- Explain Medicare eligibility requirements and the structure of Medicare coverage.
- Describe the benefits and costs associated with Medicare Parts A, B, C, and D.
- Compare Medicare Advantage and Medicare Supplement plan structures.
- Identify key enrollment periods and recognize potential late enrollment penalties.
- Evaluate how Medicare coordinates with employer group health coverage.
| Credits | Price | |
|---|---|---|
|
In-person (Member)
Registration Ends 9/25/26 at 11:59 PM EDT
|
2.00 (Tax (Federal)) | $60.00 |
| Credits | Price | |
|---|---|---|
|
In-person (Non-Member)
Registration Ends 9/25/26 at 11:59 PM EDT
|
2.00 (Tax (Federal)) | $80.00 |
Tracy Keesey, President/CEO, HTA Insurance Services
As Owner and CEO, Tracy Keesey has been instrumental in driving HTA Insurance Services’ growth and expansion. Under her leadership, the company has achieved remarkable milestones, including shifting the overall business model to focus on guiding the clients of financial advisors through the daunting and complicated Medicare selection and enrollment process. This important transition led to the development of The Client Services Division (Retail Division), which still prospers today. In 2021, Keesey sold the Wholesale Division of HTA to Ritter Insurance Marketing. Under the agreement HTA continues to operate the Medicare, Life, and LTC businesses allowing for the focus to be direct to consumer sales, Keesey’s true passion.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352