Allsup Medicare Specialist Joins NAPFA Regional Symposium in Denver Area July 9

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Presentation spotlights “Growing Opportunity: Retirees and Near Retirees Turn to Financial Advisors for Medicare Guidance”.



Financial advisors at the July 9 NAPFA Symposium in the Denver, Colorado, region can attend the session, “Growing Opportunity: Retirees and Near Retirees Turn to Financial Advisors for Medicare Guidance."

Allsup Medicare specialists will join financial advisors from across the Denver, Colorado, region for the 2014 NAPFA West Region Symposium on Wednesday, July 9, at Table Mountain Inn in Golden, Colorado.

The full-day program will touch on timely topics for financial advisors, including Medicare planning issues for retirees and near-retirees, especially their clients who are approaching Medicare eligibility at age 65. The session, “Growing Opportunity: Retirees and Near Retirees Turn to Financial Advisors for Medicare Guidance,” will review the complexities of Medicare planning and decisions. The focus will be on the impact of near- and long-term financial objectives so financial advisors can help manage their clients’ healthcare costs and affiliated assets into their 60s and beyond.

Paula Muschler, healthcare operations manager, Allsup Services Inc., will present the session on Medicare. A licensed Medicare plan representative, Muschler can help financial professionals understand how they can work with their clients to assess their Medicare needs, avoid common and costly mistakes, and choose cost-effective coverage that protects their health and retirement savings.

Allsup Inc. offers Allsup Medicare Advisor®, a Medicare plan selection service that provides a comparative analysis of plans and costs, and serves as a trusted resource for financial advisors and seniors.

Click here to register for the program, or visit the website of The National Association of Personal Financial Advisors,, and click “NAPFA Events” to find the event calendar. NAPFA submits presentations for continuing education (CE) credits. The symposium cost is $50 for NAPFA members and $75 for nonmembers.

For more information, contact Arlen T. Olberding, CFP®, NAPFA West Region board member and founder of Guidepost Financial Planning, at (970) 419-8212 or nococfp(at)gmail(dot)com.

Founded in 1983, The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. For more information, go to

Allsup is a nationwide provider of Social Security disability, veterans disability appeal and Medicare services for individuals, employers and insurance carriers. Allsup professionals deliver specialized services supporting people with disabilities and seniors so they may lead lives that are as financially secure and as healthy as possible. Founded in 1984, the company is based in Belleville, Illinois, near St. Louis. For more information, go to or call (888) 220-9678.

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Rebecca Ray
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Arlen T. Olberding, CFP®
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