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Lunch Meeting: Social Security and Medicare

  • Friday, February 20, 2015
  • 12:00 PM - 1:30 PM
  • Little America Hotel, 500 South Main Street, Salt Lake City, UT


(depends on selected options)

Base fee:

Registration is closed
Lunch Meeting: Social Security and Medicare –

Incorporate Medicare and Social Security into Retirement Planning

Our speaker will be Andy Larson with the Retirement Learning Center. Andy will speaking on: Planning with Social Security and Medicare – Incorporate Medicare and Social Security into retirement planning.
Learning objectives:

  • Review various Social Security programs, who qualifies and the benefits available
  • Review various Medicare programs, their benefits and costs
  • The differences between Medicare and Medicaid

CE will be offered for CFP, CPA, CIMA or CPRS.

Sponsored By:

About Our Presenter

With over 30 years of experience in the financial services industry, Andy is a respected authority, and a frequent lecturer and author on industry topics. Andy’s background includes extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans. As a retirement industry executive, he ran the Consulting and Training group for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide:  Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries.

Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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