Description
Health-related decisions are encountered in every life stage. Making good choices can have a major impact on personal happiness and financial success. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax and financial factors. Acquire a better understanding of medical insurance options for individuals transitioning to retirement, including long-term care insurance, Medicare, and Medigap plans.
Presenters - James Randall Gardner
Designed For
Designed For: Financial Advisors, personal financial planners and CPAs.
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 need to plan in mid-life for end-of-life decisions
- Identify the correct path through the long-term care, Medicare, and Medigap insurance maze
Highlights
- The interrelationship of health, happiness, and financial well-being
- Traditional long-term care insurance, hybrid strategies, or self insure?
- Medicare Parts A, B, C, and D and Medigap plans
- Incapacity, elder law, Medicaid, and choosing a long-term care facility
- Hospice and palliative care
Advanced Prep
None
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Leaders
CALCPE Panel
No Biography Available