Allsup Medicare Specialist Joins NAPFA Regional Symposium in Philadelphia on June 10

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

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Financial advisors at the June 10 NAPFA Symposium in the Philadelphia area 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 Philadelphia region for the 2014 NAPFA Northeast/Mid-Atlantic Region Symposium on Tuesday, June 10, at Westcott Financial Advisory Group LLC in Philadelphia.

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 with a focus on the impact of near- and long-term financial objectives so that 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 assist financial professionals in understanding how they can work with their clients one-on-one to assess their Medicare needs, avoid common and costly mistakes, and choose cost-effective coverage that protects their clients’ 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 $95 for NAPFA members and $150 for nonmembers, including meals.

For more information, call Philip C. Lee, CFP®, NAPFA regional president and wealth manager, Modera Wealth Management LLC, (617) 247-0518.

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, Medicare and Medicare Secondary Payer compliance 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, Ill., near St. Louis. For more information, go to or visit Allsup on Facebook at

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Rebecca Ray
+1 (800) 854-1418 Ext: 65065
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Philip C. Lee, CFP
(617) 247-0518
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