When

Tuesday, October 13, 2020 from 3:00 PM to 4:30 PM PDT
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Where

This is an online event. 
 

 
 

Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Meeting Details - WEBINAR

Tuesday, October 13, 2020 
3:00 pm - 4:30 pm

Title:

Social Security and Medicare Updates: What Clients Need To
Know Going into 2021

Speaker(s):
Elaine Floyd, CFP, Director of Retirement and Life Planning
Horsesmouth


Thank You to Our Meeting Strategic Partner!

Program Description:
The Social Security cost-of-living adjustment (COLA) will be announced on October 13th, the day of this webinar. Elaine will talk about:
1) The new COLA and what it means for current and future Social Security recipients 
2) How the announcement intersects with Medicare 
3) How to show clients when to claim Social Security benefits and how to help clients transition to Medicare 

*
This topic has been approved by the CFP Board for 1.0 hour of CE credit. 
*Webinar login information will be sent prior to the meeting.   

Speaker(s):
Elaine Floyd, CFP, Director of Retirement and Life Planning
Horsesmouth


Elaine began her career in the industry in 1981 and earned the CFP designation in 1986. She has written several books, articles, and white papers for the financial service industry.She is the author of The Financial Advisor’s Guide To Savvy Social Security, The Financial Advisor’s Guide to Savvy Medicare, and The Financial Advisor’s Guide To Savvy Generational Planning.  She holds a bachelor’s degree from UCLA and resides outside of Seattle, WA. 

Agenda:
3:00 - 3:15 pm - Chapter Announcements & Strategic Partner Acknowledgements
3:15 – 4:15 pm – Elaine's Presentation
4:15 - 4:25 pm – Q & A
4:25 - 4:30 pm - Program Closes