Buxmont: Medicare E3S5R-T-01031-26-O/I

2 hours Federal Tax, IRS:


Tuesday, September 29, 2026
9:00 AM - 11:00 AM (EDT)
Category: Tax (Federal) - In Person

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:

  1. Explain Medicare eligibility requirements and the structure of Medicare coverage.
  2. Describe the benefits and costs associated with Medicare Parts A, B, C, and D.
  3. Compare Medicare Advantage and Medicare Supplement plan structures.
  4. Identify key enrollment periods and recognize potential late enrollment penalties.
  5. 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

CJ Whitmire, Sr. Relationship Manager – Team Leader | HTA Insurance Services

Sr. Relationship Manager – Team Leader | HTA Insurance Services

CJ Whitmire is a licensed insurance professional with a strong focus on Medicare education, client support, and relationship management. At HTA Insurance Services, a national Medicare brokerage firm, CJ works closely with brokers, employer groups, and individual clients to help simplify Medicare and retirement healthcare decisions.

CJ earned a Bachelor of Science from West Chester University in 2019 and a Master of Fine Arts from Temple University in 2023. With experience in Life, Health, Accident, and Property & Casualty insurance, CJ brings a well-rounded perspective to coverage planning, ensuring clients receive clear guidance that aligns with their goals, needs, and budgets.

Known for a collaborative approach and clear communication style, CJ is passionate about helping clients feel confident and informed as they navigate their Medicare options.

For More Information:

Pennsylvania Society of Tax & Accounting Professionals Logo 150 Corporate Center Drive Suite 205
Camp Hill, Pennsylvania 17011
United States
800.270.3352