On September 5, 2024, the FPA of the East Bay hosted an informative event titled “What Advisors Need to Know About Medicare”, presented by Medicare Advisor Beth Gebhardt from the Gebhardt Group. The event took place from 7:30 am to 9:15 am, where advisors gathered to gain valuable insights into Medicare plans, enrollment periods, and strategies for serving clients better.
Event Highlights:
- Date: September 5, 2024
- Time: 7:30 am – 9:15 am
- Speaker: Beth Gebhardt, Medicare Advisor at Gebhardt Group
- Topic: What Advisors Need to Know About Medicare
Beth Gebhardt shared her deep knowledge and extensive experience in the Medicare field, guiding advisors through the complexities of Medicare, Medicare Advantage plans, Medicare supplements, and prescription drug plans. Her expertise, honed through years of working with one of California’s first Medicare Advantage plans and later as a financial advisor, offered attendees practical tools to help clients navigate the Medicare system.
Photos from the Event
Key Takeaways:
- Medicare Basics: Beth walked through the essential components of Medicare, breaking down each part of the system, including enrollment periods, eligibility, and costs.
- Medicare Advantage Plans: Advisors learned how to evaluate Medicare Advantage plans and the benefits they offer versus traditional Medicare.
- Prescription Drug Plans: Beth emphasized the importance of understanding prescription drug plans and how to choose the best one for clients.
- Client Strategies: Attendees left with actionable strategies to educate their clients on Medicare, helping them make informed decisions during their retirement planning.
Beth’s presentation was both enlightening and practical, reflecting her passion for educating those approaching 65 about Medicare. With her unique blend of field experience, financial advisory expertise, and enthusiasm for client service, the event provided advisors with the tools they need to enhance their Medicare knowledge and better support their clients.
We extend our gratitude to Beth Gebhardt for sharing her expertise and making the Medicare landscape more accessible for advisors.
