Your Clients Medicare Benefits and Solutions to Long Term Care
Total Credits: 2 including 2 Estate Financial Planning
- Average Rating:
- 19
- Categories:
- ACPEN Financial Planning Institute
- Faculty:
- Charles E. Hallam, CPA
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
Description
On average over 10,000 baby boomers a day are becoming eligible for Medicare. Providing clients basic information while dispelling the misconceptions and myths about Medicare can help the senior citizens you work with to make the right choices when it comes to health coverage. Long Term Care options are discussed also. Charles Hallam advises clients as well educates CPAs on the tips, trips and traps to avoid in the Medicare decision process.
Basic Course Information
Learning Objectives* Using the Medicare web site resources
*Understanding parts A, B, C, and D
* Solutions to planning for Long Term Care
Major Subjects
*Health Care
*Medicare
Course Materials
| Your Clients Medicare Benefits and Solutions to Long Term Care | Available after Purchase | ||
| IMPORTANT CPE INFORMATION (0.06 MB) | Available after Purchase | ||
Faculty
Charles E. Hallam, CPA Related Seminars and Products
Charles E. Hallam has over 35 years of investment and financial management experience. Mr. Hallam specializes in developing comprehensive financial planning solutions for individual high net worth investors. Part of Mr. Hallam’s practice involves working with the attorneys of clients involved with Medicare and Medicaid situations for those disabled as the result of major personal injuries sustained from catastrophic accidents.
Mr. Hallam is a member of the American Institute of Certified Public Accountants, Texas Society of CPAs and the Dallas Chapter of CPAs. Mr. Hallam began his career with Main Hurdman andCranstonin 1979 prior to its merger with KPMG. He has owned his own CPA firm. He was a CFO of many private companies before joining Morgan Stanley in 1993. Mr. Hallam performs reviews of continuing education courses for CPAs for the Texas State Board of Public Accountancy.
He is a graduate of the University of Houston with a BBA in Accounting. He has done advanced studies in investing at The Wharton School,UniversityofPennsylvania.
His community service includes being commissioner of under six girls’ soccer in Coppell as well as support for non-profits including Ursuline Academy of Dallas, The Children of Uganda, Aidmatirx and Wings World Quest.
Charles and his wife Irene have three daughters Katy, Kristina and Kara.
Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer Charles E. Hallam, CPA*Health Care *Medicare
Designed For
CPAs in public practice & industry
Original Recording Date 12/18/13
Prerequisites None
Yellow Book
No
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Instructional Delivery Method Group Internet Based
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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