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More Americans are turning age 65 than at any other point in American history. Many are delaying retirement and staying in the workforce longer, increasing the number of employees who can choose between their employer-sponsored coverage and Medicare. HR professionals are often reluctant to provide Medicare information or education to these employees, although data suggests this group accounts for the most risk and cost when compared to other age groups.
This session will provide an overview of the Medicare system, with a focus on what HR professionals need to know about Medicare, the interaction between Medicare and Employer-sponsored health plans and COBRA, and the changes to Medicare that are impacting Medicare Part D Creditable Coverage notices. You will learn:
Whether you are managing benefits for a small business or a large corporation, this presentation will arm you with the knowledge and tools to ensure your organization remains compliant and your employees are well-informed. Speakers:
Jeff Martin
Partner ePlatinumHealth Jeffrey Martin is the co-founder of ePlatinumHealth, an independent insurance agency that assists people to find plans that best meet their individual needs whether with the Affordable Health Care Act or Medicare. Our philosophy is to educate our clients, provide them with choices and options available to fit their needs as well as provide outstanding customer service before and after the sale. Jeff grew up in Cedar Rapids Iowa and moved to Wisconsin in 2004. He graduated with a BASc in Technology Management from the University of Northern Iowa. Before getting into the health insurance industry, Jeff was the project manager for companies like Conagra Brands, Gerber Baby Foods, and Gehls which brought him to Wisconsin. He then obtained his Wisconsin Health and Life Insurance License in 2007 and has grown his business into a successful agency. Jeff is a father to two beautiful girls, Jenna age 16 and Allie age 14. They currently reside in Menomonee Falls, Wisconsin. In his spare time, he spends it volunteering, working on his car, boating, and going Up North. 
Rae Anne Beaudry
Senior Vice President Regional Employee Benefits Practice Group Leader USI Insurance Services Rae Anne Beaudry is a problem solver who explains highly complex material in simple and authentic terms to enable clients to make the best decisions to meet their organizational goals and objectives. She develops relationships with insurance carriers to represent her clients as part of their insurance team. Beaudry is an experienced employee benefits consultant, negotiator and public spokesperson with a primary focus on topics such as health care cost containment, medical plan basics and ancillary lines. She has been in the insurance industry since 1987 and joined USI as a member of their leadership team in 2020. Previously, Beaudry was a shareholder and officer accountable for corporate training on employee benefits, customer service, retention, renewal and new business development. She has served on several nonprofit boards, such as United Cerebral Palsy of Southeastern Wisconsin and charitable organization fundraising committees, such as March of Dimes, Milwaukee Chapter. Beaudry is a graduate of Marquette University. |
Date:
Tuesday, September 23, 2025 Schedule: 7:30am – 8:00am: Registration & Breakfast 8:00 am – 9:00 am: Presentation Location: 18000 W Sarah Lane Brookfield, WI 53045 RSVP: Please RSVP by Friday, September 19, 2025 Cost: Free - ISCEBS Chapter Members $10 - Non-ISCEBS Members Refund Policy: Please contact the chapter no later than one day before the event to receive a refund. Questions: Please email [email protected]. 
CEBS Compliance Credit This presentation qualifies for 1.0 CEBS Compliance credits. Visit www.cebs.org/compliance for more information. |