Description
Many don't realize it, but one's health is one's greatest wealth. Health-related decisions can have a major impact on personal happiness and financial success. Acquire a better understanding of medical insurance options, including government exchanges, workplace plans, and health savings accounts. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax, and financial factors.
Presenters - James Randall Gardner
Designed For
Designed For: CPAs, financial advisors and personal financial planners.
Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Executive/VP; C-Suite; Sole Practitioner
Objectives
- Determine medical insurance terminology and options
- Recognize the tax benefits of and differences between plans
- Identify the correct path through the myriad choices when exploring health insurance options
Highlights
- The interrelationship of health, happiness and financial well-being
- Tax planning for health care costs
- The failures and successes of the Affordable Care Act
- Medical insurance terminology, alternatives and strategies for selecting the best option
- The pros and cons of health savings accounts
Advanced Prep
None
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Leaders
CALCPE Panel
No Biography Available