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Type: Senior Track clear filter
Saturday, April 12
 

10:00am EDT

Concurrent Breakout Session A09 - Protecting Seniors from Elder Fraud, Scams and Abuse
Saturday April 12, 2025 10:00am - 11:30am EDT
Protecting Seniors from Elder Fraud, Scams and Abuse
Speakers, Presenters, Panelist...
avatar for Thomas Dellwo

Thomas Dellwo

Financial Counselor, Cooperative Federal
Thomas Dellwo has been a financial educator, financial counselor, and housing counselor for the past 15 years. His work focuses on service to low income adults, youth, and people experiencing foreclosure. He holds a bachelors degree in secondary education and is a Credit Union Certified... Read More →
Saturday April 12, 2025 10:00am - 11:30am EDT
The Oncenter

1:30pm EDT

Concurrent Breakout Session B09 - Medicaid Financial Preparation
Saturday April 12, 2025 1:30pm - 3:00pm EDT
Medicaid Financial Preparation: How to better prepare finances to be able to qualify for Medicaid care when it's needed. This is often one of the biggest barriers to getting assisted living or skilled nursing level of care for low income and ALICE level individuals and there are things you can do in advance to make it easier.

Speakers, Presenters, Panelist...
avatar for Christine Stanford

Christine Stanford

Chief Operating Officer, Skilled Nursing, LORETTO
Christine Stanford is the Chief Operations Officer [COO] of Skilled Nursing at Loretto. Christine is a long-term Loretto employee with more than 24 years in progressive roles and responsibilities across the organization.  She has made significant contributions to our financial management... Read More →
Saturday April 12, 2025 1:30pm - 3:00pm EDT
The Oncenter

3:30pm EDT

Concurrent Breakout Session C09 - Defining Medicare and EPIC and the prescription drug discount associated with this program
Saturday April 12, 2025 3:30pm - 5:00pm EDT

The session will be discussing:
Educating And Defining Medicare: What is Medicare, What are the enrollment periods, How one applies for Medicare benefits and the time frames, How to avoid the late enrollment penalties, The difference between Medicare Advantage (Part C) and Medicare Supplement/Medigap plans, Why someone might want to enroll in these Medicare plans as additional insurance coverage, What is the new “Inflation Reduction Act” and how it affects Medicare eligible population, How the low income population can navigate and get help with paying the Part B premium, How to get help paying for prescription drug costs with programs for the low income and how to apply, Define the EPIC program how to get help paying for prescriptions drug costs, Explain the end to the Rx donut hole, Explain the 5 Star Rating system for Medicare Advantage and Prescription Drug plans, Acknowledging that children of Medicare eligible population can help their Medicare eligible parents understand insurance choices while partnering with the family and myself.

Theresa dives into the insurance plan costs and expenses to determine if the Medicare eligible person is enrolled in the right plan, for them. She also helps enroll clients into the right insurance plan at no cost to the client. The insurance company pays her commission.
Speakers, Presenters, Panelist...
avatar for Theresa Cangemi, CSA, CLTC -- Retirement Health Plans Made Simple℠ (Formerly: Medicare Made Simple, LLC)

Theresa Cangemi, CSA, CLTC -- Retirement Health Plans Made Simple℠ (Formerly: Medicare Made Simple, LLC)

President / Medicare Insurance Specialist / Advocate / Educator / Keynote Speaker / Enroller
Theresa Cangemi became a Medicare Insurance Specialist in 2008 in order to help the Medicare-eligible population understand the many facets of Medicare. As an Independent Agent/Broker, Theresa provides personal service, educating clients to help them choose the right Medicare insurance... Read More →
Saturday April 12, 2025 3:30pm - 5:00pm EDT
The Oncenter
 
Financial Empowerment Convention
From $77.41
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