Meeting/Event Information

 Directions

May 02, 2019

Current Economic Outlook and Health Care Planning for Retirees
May 02, 2019
11:45 AM - 2:00 PM
Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710
Speakers: Dr. Borazan, Cliff Bauer and Camila Moscone

2 CE Credits Pending

Members:  $20

Non-Members: $45

If you are a first time guest, there is no charge.  Please email tricia@bridgewealth.com to register.

24 Hour cancellation policy.  Registration cancellations received prior to the deadline may be eligible to receive a refund by contacting Michelle Carter at michelle@pathwaysag.com.

 

Presentation by Dr. Ahmad Borazan

Current Economic Outlook - Local, National and International Perspective 

    • 1. Local Economy Overview
      • Survey of Business Conditions
      • Consumer Sentiment Survey
      • Real Estate Sentiment Index
      • Labor Markets
      • Food & Beverage Manufacturing
      • Banking
      • Small Business
    • 2. Nation Economy Overview
      • Survey of national economic conditions, labor market, fiscal and monetary policy
    • 3. International Economy Overview
      • Survey of the projected trends of the international economy in economic growth and trade.

 

Biography: 

Dr. Ahmad Borazan received his M.S. and Ph.D. degrees in Economics from the University of Utah.  His research interests are in Macroeconomics, Political Economy, and Economic History.  He teaches classes on Macroeconomics and Political Economy.  Dr. Borazan joined the Department of Economics of Fresno State University in the Fall of 2016.  

 

Presentation by Cliff Bauer and Camila Moscone

Health Care Planning for Pre-65 and Post-65 Retirees

 

PRE-65

  • Items needed to pre-evaluate a person Pre-65
  • TYPE OF PLAN: PPO, HMO, EPO?
  • Options are available because the retiree has a Qualifying Event.
  • Cobra VS Cal Cobra
  • Covered Ca VS IFP (Individual Family Plans)
  • Covered CA Federal Poverty Level for 2019
  • ACA Rules
  • Examples of proposals
  • Signing up for Part A and Part B
  • Medicare coverage choices
  • Medicare Id card

 

Biography:

Cliff Bauer was born in Minot, North Dakota.  He graduated from high school in Velva, North Dakota and eighteen days later enlisted in the US Marine Corp for three years of which two were overseas.  Cliff graduated from Cuesta College with an AA degree in 1968.  He was employed with IBM Corporation from 1968 until retirement in 2000.  He then started marketing Individual Family Plans (IFP) health plans in 2002.  Then focused on Medicare plans and group health plans in 2006, in which he is still active.  Cliff married his wife, Linda, in 1963 and just celebrated their 56th wedding anniversay.  Together they have three children and five grandchildren all residing in the Fresno area.

 

Biography:

Camila Moscone is an individual and senior plan agent with a decade of successful experience in employer group health plans, Pre-65 Individual plans (Covered CA) and Medicare senior plans.  Camila began her Insurance career with a National Insurance company and has worked with several Third Party Administrators.  Camila is licensed by the California Department of Insurance and also appointed with all major carriers to sell Group Health, Individual and Medicare plans.  Camila has been married for 17 years to Vincent and has a son.  Camila enjoys time with her family, vacationing in Hawaii, baking and entertaining.

Future Meetings

May 02, 2019

Current Economic Outlook and Health Care Planning for Retirees

May 02, 2019
11:45 AM - 2:00 PM

Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710

Speakers: Dr. Borazan, Cliff Bauer and Camila Moscone
 

May 22, 2019

Social Mixer

May 22, 2019
4:00 PM - 5:30 PM

Gilmore Magness Janisse
7789 N. Ingram Ave., Suite 105
Fresno, CA 93711
https://www.gmlegal.net

FPA + Gilmore Magness Janisse