Virtual
Health Insurance Planning 2024
Date: Dec. 2, 2024
Time: 8 – 11:30 a.m. PT
CPE: 4
Overview
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.
Product Code
1000002672-124846
Credit Type
CPE: 4CPE-Technical: 4Accessibility
Closed Captioning Available
Intended Audience
CPAs, financial advisors and personal financial planners.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Other Dates
Faculty
James Randall Gardner
Randy Gardner is the Founder of Goals Gap Planning, LLC, a personal financial planning firm providing financial education to professionals and individuals and the Director of Education for the Garrett Planning Network. Randy also works as a tax and estate planning attorney with Estate Plan, Inc. Previously, Randy was a Professor of Tax and Estate Planning at the University of Missouri. Randy is the co-author of the books 101 Tax Saving Ideas (...
More about James Randall GardnerAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.