Virtual
Senior Healthcare Strategies 2024
Date: Dec. 2, 2024
Time: 12:30 – 4 p.m. PT
CPE: 4
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.
Product Code
1000002673-124848
Credit Type
CPE: 4CPE-Technical: 4Accessibility
Closed Captioning Available
Intended Audience
Financial Advisors, personal financial planners and CPAs.
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
- 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
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.