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Hosted by CT Valley Chapter of FPA Connecticut

Everything You Need to Know About Medicaid PLUS Medicare: Effectively Transitioning at 65 PLUS

With regard to COVID-19, FPA CT asks that any attendees that have been to or through a location designated as Level 3 or higher by the CDC in the last 14 days of the date of this event, please do not attend. Cancellations received within 24 hours of the event will be 100% reimbursed. As of today, there are no plans to cancel this event, however, if the State of CT declares a State of Emergency, we will comply.
FPA CT Valley programs offer educational and networking opportunities to members and non-members. Join outstanding educators to explore new tools and strategies, practice management concepts, and how to better serve your clients. Programs are open to all audiences.

Program sponsors help keep the registration cost low and contribute to the vitality of the organization. Please be sure to thank them at the program when you see them.

Cost & Registration
Registration is required. FPA Members receive a discount. Register online or by email, phone or fax. Scroll down on this event page for registration and payment. Make checks payable to FPA of CT Valley and mail to 95 West Street, Rocky Hill, CT 06067 for pre-registration.

CE Credits
Many programs offer CFP and PACE credit. Others also offer CT State insurance credit. See below for credit updates.
This program is Sponsored by:

Friday, March 13, 2020
9:00 AM - 11:00 AM


Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067

Register and pay now by credit card, debit card, PayPal account or mailed check

Member Fee $35.00
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Guest Fee $50.00
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George Bickford, Esq.
Bickford Law Office

Mar 13 2020 9:00AM

Everything You Need to Know About Medicaid

This session will explain Medicaid eligibility rules and planning options. You will also learn about spousal assessments and asset protection.

Mark Brownstein, CSA®
Emerald Medicare

Mar 13 2020 10:00AM

Medicare: Effectively Transitioning at 65 PLUS - What's new with Medicare Planning

Take the mystery out of Medicare. Educate yourself. Medicare is mandatory in some cases penalties may be incurred if your client does not sign up when you they are supposed to. The presenter, a Medicare insurance specialist, will provide attendees with the knowledge about the enrollment process, and how to choose a plan that’s right for their individual situation and budget. Finding the right Medicare plan requires careful consideration. If they are turning 65, retiring, or moving to a new address they need to know the dates for enrollment and plans available in there state or county. Learn how to cover medical expenses that traditional Medicare does not cover. This workshop will help you sort out the many options and plans that are available to Medicare eligible clients.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®CT Ins
Mar 13, 2020 Everything You Need to Know About Medicaid George Bickford, Esq. 9:00 A 1.00 1.00
Medicare: Effectively Transitioning at 65 PLUS - What's new with Medicare Planning Mark Brownstein, CSA® 10:00 A 1.00 1.00

Registration Fee