WEBINAR

Roadmap to Medicare

PLEASE NOTE REGISTRATION IN ADVANCE IS REQUIRED FOR CE CREDITS.
Please join us on Tuesday, March 14th at 9:00am, as our speaker Tracy Russo-Keesey provides a comprehensive overview of the important considerations that Human Resource Managers want to know about Medicare.  Specifically, it is a good opportunity to understand some of the risks with who should enroll in Medicare at age 65, and who can wait to enroll in Medicare until retirement. 
 
Networking Session Following the Event for NY Metro Chapter Members Only: Please join fellow members
for a 20-minute virtual networking event following the conclusion of the education session. We will
transition the education session to meeting mode so chapter member may enjoy an opportunity to
reconnect on camera!
 
Some of the topics you’ll learn about at this session:
  • Differences between Medicare Advantage and Medicare Supplement 
  • Are the elaborate benefit promises your employees see on TV true?
  • Why should employees that are over age 65 look into Medicare even if they will continue working?
  • Variables to consider when doing a cost analysis with GHP vs Medicare
  • Examples when it would be more beneficial for an employee/spouse to have Medicare rather than Group Health Plan (“GHP”)
  • Impacts of HSAs, COBRA and Severance coverage on employees/retirees over age 65
SPEAKERS
Tracy Russo-Keesey, CEO of HTA
With an extensive career in insurance, Tracy brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance.  She has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education. Financial Planning firms, Chamber of Commerce and NAIFA organizations, Elder Law firms, and Employer and Consumer groups have invited Tracy to be their expert guest speaker on the topics of Medicare & LTC Planning.  Not only does she offer educational seminars for clients, she is a certified instructor for Continuing Education Credits for Advisors on Medicare and LTC. Tracy’s knowledge of the marketplace and products is unparalleled in the industry. 
 
Tracy earned her bachelor’s degree in Finance from West Chester University. She holds the Certificate in Long-Term Care (CLTC) designation and is President for the PA State Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Tracy, her husband, Joe, and their 3 boys reside in Elverson, PA. Learn more about Tracy and HTA here.
Date:
March 14, 2023

Time:
Presentation / Q & A 
9:00: AM - 10:00 AM

Cost:
Members - FREE
Non-Members - $25
​
To attend, you must register by March 10th  by
​(5 PM)
NON MEMBERS PLEASE CLICK BELOW TO COMPLETE REGISTRATION AND PAYMENT!
Pending approval attendees of this event will receive 1 hour CEBS Compliance credit; 1 hour of HRCI credit; and 1 hour of SHRM PDC credit.
​Sponsored by the New York Metropolitan Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS), a nonprofit organization that serves as an educational resource for certified employee benefit specialists and others in the employee benefits community.                                                                                                            
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