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Wednesday, October 25, 2023 In-personMiddlesex/Somerset Chapter, Mercer Chapter

CPE and Networking at Top Golf (E2310449)

5:00 PM - 8:00 PM EDT

TOPGOLF

1013 U.S. Route 1
Edison , NJ 08817

1 CPE Credits in TX
Postponed New Date to be Announced

OVERVIEW

Gain invaluable insights into how Medicare works and how tax-planning is imperative. After CPE, network with your friends and meet new friends while swinging a golf club at Topgolf.

DESIGNED FOR

All accounting professionals

BENEFITS

Gain invaluable insight into how Medicare works and how tax planning is imperative.

HIGHLIGHTS

This program will cover Medicare vs. current group coverage (for individuals over age 65). The speaker will discuss how tax planning is imperative to avoid costly Medicare Part B premiums now and in the future. 

 Topics will include:

  • How Medicare Parts A, B, C and D work with each other. 
  • The Medicare enrollment process
  • How much you will pay for all facets of Medicare insurance 
  • Which is the better route: Original Medicare vs. Medicare Advantage 
  • Benefits of the Part D prescription drug 

SPONSORED BY





COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Dave Buckwald

Dave Buckwald, CEO
(4.7)

OneTeam Financial LLC

Dave Buckwald has been providing financial advice and guidance to clients for more than 30 years. He works with individuals, families and business owners to help them achieve their financial goals so they can spend more time doing what makes them happiest. His mission is to help clients preserve the wealth that's taken a lifetime to build with specialties, including life insurance, estate planning and wealth transfer strategies.

PRICING

$70.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Middlesex/Somerset Chapter