Senior Healthcare Strategies 2024
4.00 Credits
Member Price $159
Non-Member Price $209
Overview
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.
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
Prerequisites
None
Designed For
Financial Advisors, personal financial planners and CPAs.
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
Preparation
None
Leader(s):
- James Gardner, CalCPA Webcasts
Non-Member Price $209
Member Price $159