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May 14

Tuesday, May 14, 2024 | Morning Education Meeting

2 sessions, with breakfast
2.5 CFP® CE Credits

Come to the Board Meeting at 11:45, with lunch. Get involved in our Chapter’s activities.

New Haven Country Club
160 Hartford Turnpike, Hamden, CT 06517
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May 14, 2024 08:30am - May 14, 2024 11:30am

$30.00 - $45.00

Tuesday, May 14, 2024 | Morning Education Meeting


Title XIX of the Social Security Act: Medicaid in a Nutshell

Louis A. Crisci Jr.

Attorney, Gesmonde, Pietrosimone & Sgrignari, LLC

This presentation provides an overview of Medicaid in Connecticut to help advisors anticipate its potential role in addressing long-term care needs. Important provisions on eligibility, excluded assets, income and transfers will be explained and case examples used to illustrate their application. (1 CFP CE Credit)

Medicare: Effectively Transitioning at 65 PLUS What’s New with Medicare Planning

Mark Brownstein, CSA

Director of Medicare, Emerald Medicare

Finding the right Medicare plan requires careful consideration. Our presenter, a Medicare insurance specialist, will discuss the many options and plans available to Medicare-eligible clients. This session will take the mystery out of Medicare, a mandatory federal health insurance program where, in some cases, penalties may be incurred if your clients do not sign up when they are supposed to. It will also cover the enrollment process and how to choose a plan that’s right for a client’s individual situation and budget. For example, if they are turning 65, retiring, or moving to a new address, they need to know the dates for enrollment and plans available in their state or county. Also discussed will be how to cover medical expenses that traditional Medicare does not cover.  (1.5 CFP CE Credit)


Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning. As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy, and networking.