When

Friday May 13, 2016 from 11:30 AM to 1:30 PM PDT
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Where

Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128
 

 
Driving Directions 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

May 2016 Luncheon Meeting

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Options for Medical Insurance for Pre-Medicare and Beyond

Speaker:  Allan S. Eckmann

Meeting Description 

The presentation will cover resources and strategies for medical coverage options post retirement.  Mr. Eckmann will also discuss how to navigate through individual plans, Covered California, group plans and the positive outlook for Medicare (i.e. open enrollment periods, special enrollment periods, penalties, networks, and regional networks), with an emphasis on seamless transitions from one type of coverage to another.

 1.5 hours CE is available for this session pending approval by the CFP Board..

Speaker Biography

Allan S. Eckmann is a product of Chicago, where he attended the University of Illinois.  Allan has been selling insurance for 42 years and is the founder of BayCrest Insurance Services and has held a position as part-time lobbyist for CAHU (California Association of Health Underwriters) and NAHU (National Association of Health Underwriters) in advocating Long Term Care (LTC) and Health Insurance.

 Pricing and Registration

Advanced pricing is available through May 9th:                                                                                                            FPA Members and First Time Visitors:  $40          Non-Members:  $60

After May 9th:
All Members and Non-members:  $60

Online Registration is open through Monday, May 9th.  At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm Tuesday, May 10th.