Medicare & Planning for Long-Term Care

Medicare & Planning for Long-Term Care

This two-hour educational course will teach you everything you need to know about Medicare and methods designed for those concerned about protecting their life savings from a long term-care event. This course will remove the confusion about the different parts of Medicare, what it covers and does not cover, and clearly explain the upcoming changes to Medicare and how they will affect you. Whether you are currently on Medicare or about to begin your benefits, this course will provide you with valuable information you need to know. As part of a complete retirement plan, long term care protection is vital in ensuring a successful retirement. This course will also take the confusion out of understanding long-term care benefit options and provide you with everything you need to know to help you determine the best, most efficient way to protect yourself, your family, and your life savings from an untimely illness.

What You Will Learn:

  • Get the facts about what Medicare does and does not cover
  • Learn the differences between parts A, B, C, and D
  • Understand the costs for each part
  • Which Medicare supplement is right for you?
  • Know the difference between Medicare and Medicaid
  • Medicare Advantage plans explained
  • Latest changes to Medicare and Social Security and how they affect your benefits
  • What long-term care is and where it's provided 
  • Strategies to pay for long-term care 
  • Key features and government incentives for long-term care insurance 
  • How Medicare and Medicaid factor into long-term care planning

Who Should Attend:

  • Individuals and couples ages of 64 and up wanting to gain more knowledge and training about Medicare
  • People currently on Medicare who simply want to better understand what they already have
  • Anyone who is not 100% sure about the Medicare benefits they qualify for
  • Individuals and couples aged 50+ who want to increase their knowledge and training to help maximize their retirement years
  • People who want to better understand their current portfolio
  • Anyone who wonders if their plan has room for improvement

Tuition Includes:

  • Course workbook and handouts
  • Free personal strategy session


By attending this class, you are supporting our efforts to give back to our local community. Proceeds are donated to the Chapter President’s charity of choice.  We thank you for your support!


All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

  • A Personal Dashboard: multiple financial tools at your fingertips
  • Personal Calendar: schedule of upcoming AFEA events & classes
  • 32 Financial Calculators: Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator and many more.
  • Training Videos: AFEA On-Demand brings you financial training videos that you can watch at your leisure, reinforcing the topics and strategies taught in the class
  • Free Personal Financial Coaching: direct access to a Personal Financial Coach via Direct Messaging for financial questions and concerns
  • AFEA’s E-newsletter: up-to-date financial news, tips and advice to keep you on the road to financial success
  • Free Downloads of Popular Periodicals & Reports:
    • Earnst & Young LLP: Retirement Vulnerability of New Retirees
    • Rex Voegtlin: The Top Social Security Misconceptions
    • The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
    • Putnam Institute: Optimal Asset Allocation in Retirement
    • Center for Retirement Research as Boston College: The Social Security Claiming Guide

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.

This workshop is strictly educational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.


How Would You Like To Join?

Course Instructor OR Personal Financial Coach

General Membership OR Student Registration

Employer OR Organization

Register now