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The Road to Medicare: How to Avoid Costly Medicare Mistakes that Can Stall Your Retirement - AAII Presentation

Event Description

3.6 Million Americans turn 65 each year and become eligible for Medicare. Unfortunately, for most of these people, Medicare remains a mystery. According to a recent study, 93% of people aged 55-64 admitted that they don’t understand Medicare at all. 81% people already on Medicare said they don’t have ample knowledge about the program. 
This lack of understanding translates into costly and permanent Medicare mistakes. Just one mistake could LITERALLY cost you thousands of dollars a year for the rest of your life and even keep you from getting needed healthcare services. Put a stop to Medicare mistakes by attending this nationally praised presentation. After viewing this presentation, audience members consistently rave “This is the first time Medicare has made sense for me.” 

Through this session, you’ll gain a solid understand how Medicare is structured and the choices that you must make. You’ll dispel the all-too-common myths about Medicare. And, you’ll be able to steer clear of costly mistakes. For example, you will be able to: 

  • Name three myths about Medicare or healthcare in retirement
  • Explain why Medicare does not actually have four parts
  • Name the six steps of Medicare enrollment
  • Describe one or more of the consequences of mistiming Medicare enrollment
  • Explain why the type of Medicare coverage that a person initially chooses can become permanent later in life
Note:  Attending this presentation qualifies for CFP CE credits. More info can be found at CFP Program ID

Speaker's Biography:
For more than 15 years, Melinda has worked in the Medicare landscape — helping to provide the nation’s home healthcare companies with educational tools and resources they need to comply with changing Medicare regulations, and now helping consumers to get the expert, unbiased Medicare guidance they need to avoid costly, permanent mistakes. 

Since the launch of i65, Melinda is has delivered more than 200 Medicare-related educational webinars to financial advisors. 
Today, through her companies, 65 Incorporated and i65, LLC, Melinda uses her extensive experience to provide Baby Boomers, seniors and their families with unbiased, individualized Medicare enrollment guidance through fee-for-service consultations and online software.​

Madison Meeting Location
The Oakwood Village University Woods is located at 6205 Mineral Point Road, in Madison Wisconsin. Underground and outdoor visitor parking is available:  Enter Oakwood grounds at the traffic light, at Island Drive and Mineral Point Road. Take the left fork, then the second driveway on the right to enter visitor underground parking, marked "E" on this campus map. Push the button for assistance. Do not park in any spot marked "reserved"; take the elevator to first floor lobby where signs or a receptionist will direct you to the Center for Arts and Education. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot). On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive. Directions are available via Google Maps, including public transport options.

The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.

Event Type


Education Topic


Start Time

9/18/2019 6:00 PM

End Time

9/18/2019 8:00 PM





Event Country

United States

Event Region


Location Info

Oakwood Village University Woods Center for Arts & Education
6205 Mineral Point Road
Madison, WI  53705


Melinda A. Caughill, CMO

CE Credits


SER Credit




Member Price

No Charge

Non-Member Price

No Charge

Candidate Price

No Charge


​For more information contact Scott Snyder 
608.609.1762 |​

All Day Event





Content Type: MyCFA Custom Calendar
Created at 10/2/2018 7:47 PM by
Last modified at 7/22/2019 1:14 PM by