Course Detail

A Seminar on Retirement Planning, Social Security, Medicare & Medicaid



The RI Society of CPAs presents


A Seminar on Retirement Planning, Social Security, Medicare & Medicaid September 19

Social Security, Medicare & Medicaid with Kurt Czarnowski & Paul Brule

8:00am – 10:00am

2 CPE Credits



A seminar being held by the RI Society of CPAs on September 19 is aimed at giving retirement planners the tools they need to navigate their clients through Social Security, Medicare and Medicaid. It will feature Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, and Elder Law Attorney Paul Brule, a former licensed nursing home administrator, as presenters. It will be held from 8:00am- 10:00am and offers 2 CPE credits.

Social Security's retirement program has been a basic part of American life for over 80 years. Yet, despite the decades that Social Security has existed and the financial impact the system has on millions of aging Americans, significant myths and misunderstandings about the program remain. Additionally, as tens of millions of Baby Boomers reach retirement age, it’s clear that Social Security will play a bigger role in their retirement than many expected and millions lack understanding of key elements of the program.

Kurt Czarnowski’s presentation will cover topics such as when someone can start to collect, how a retirement benefit is calculated, and the impact of working in retirement. He will also provide the latest information on the changes to the claiming strategies that couples have traditionally employed to maximize their joint Social Security benefits. 

Attorney Paul Brule will examine the Medicaid rules for clients who are either expecting to enter, or who have entered long-term care facilities. He has been helping families plan for nursing home expenses since the 1980s. He is a member of the Rhode Island Estate Planning Council and the Rhode Island Chapter of the National Association of Elder Law Attorneys. He writes a monthly column in various publications addressing Medicaid, Probate and tax issues.

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