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DTSTART:20190926T153000Z
DTEND:20190926T173000Z
LOCATION:Duquesne Club
UID:1794620190926T153000ZMedicare Mistakes That Will Ruin Your Retirement Plan
DTSTAMP:20260409T163247Z
DESCRIPTION:\nRegistration for this luncheon is closed.\n \nThis course will serve as an introduction to Medicare including insurance terms, the fundamentals of Medicare Parts A, B, C & D; eligibility for enrollment, events that trigger penalties, an understanding of the importance differences between Original Medicare and Medicare Advantage plans.  Attendees will also learn how to avoid the most common and costly mistakes made when new to Medicare.  In addition, they will learn how to incorporate Medicare cost planning into the financial retirement plan.\n \nPresented by Dana L. Rattenbury, CLTC\n \nDana Rattenbury has worked in the health care industry for over 46 years; 24 of them in the insurance industry as a benefit consultant representing national & local health insurance companies. \n \nShe opened her own firm, Rattenbury Insurance Group, in 2012 with focus on educating and serving the senior population. \n \nDana enjoys being a consumer advocate for lifestyle planning and wealth preservation, and is passionate about educating the adult community on the importance of insurance and risk management. \n \nShe is licensed in Life, Accident & Health in several states and maintains the CLTC (Certified in Long-Term Care) designation. \n \nDana will be our guide today through the often confusing and ever-changing world of Medicare insurance and the risks involved if one is not aware of the costly mistakes that can be made.\n \n1 CFP, 1 CLE and 1 CPE credit granted.\n ------\n\nPlease note our Reservation Policy – All attendees must register on or before 09/25/19 and walk-in reservations will be accepted on a space-available basis only.  If you find you are unable to attend, please email epcpittsburgh@epcpittsburgh.org or call 412-655-4447 to cancel by noon 09/25/19 to avoid a no-show reservation billing, as all meals are required to be  pre-paid by EPC Pittsburgh.\n ------\n\nInterested in promoting your organization further? Do you know someone who is? EPC Sponsorships are available to do so. EPC Pittsburgh is growing and our events are becoming more and more popular.  Reply to this email or [click here](http://www.epcpittsburgh.org/council/sponsor-sales) for more information on sponsoring this, or other upcoming EPC events including the 11th Annual Financial "Four"um on Wednesday, October 30.\n \n\n \nClick [here](http://www.cvent.com/d/lyq7xv/4W) to Register to attend today!\n6 CLE, CFP, CPE and PA Insurance credits pending!\n Featured speakers include:\n \nDr. Brad Klontz, Psy.D., CFP\nJulian E. Gray, Esq.\nAmanda L. Priebe, CFP, MSCP - PNC Wealth Management\nMalcolm E. Polley, CFA - Stewart Capital Advisors, LLP\nDavid J. Pieton, CPA, ASA - CliftonLarsonAllen, LLP *EPC Member\nJacquelyn E. Connell, Esquire - ACHIEVA Family Trust\nJulia Kramer, CDFA, FSB - Iaso Consulting\nVenietia Robinson, M.A., MFT - Mount Ararat Baptist Church\nGail Buckner, CFP, CRPS, AIF, MS, Financial Planning - Franklin Templeton\nDavid A. Vanderaar, CFE - Retired Corporal, PA State Police\nMike Baker, LTC - Ritter Insurance Marketing\nPatty Kreamer, CPO and Michelle Donovan - Productivity Uncorked, LLC\nKathleen A. Stewart, JD, AIF - BNY Mellon Wealth Management *EPC Member\nKyle Bruchmiller - Hines Securities, Inc.\nPaul J. Brahim, CFP, AIFA - BPU Investment Management, Inc.\nPatricia Hanson, MS, LPC, NCC, CLCP - IKOR of Western PA *EPC Member and President\nChris Wiles, CFA - Wiles Wealth Consulting\n ------\n\n \n
SUMMARY:Medicare Mistakes That Will Ruin Your Retirement Plan - Estate Planning Council of Pittsburgh 
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