Health Insurance Planning
Wednesday, April 30, 2025
10 a.m.-1:30 p.m. Central
4 CPE (4 technical)
Course code: 25WC-0063
View pricing
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.
Major subjects
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The interrelationship of health, happiness and financial well-being
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Tax planning for health care costs
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The failures and successes of the Affordable Care Act
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Medical insurance terminology, alternatives and strategies for selecting the best option
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The pros and cons of health savings accounts
Learning objectives
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Determine medical insurance terminology and options
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Recognize the tax benefits of and differences between plans
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Identify the correct path through the myriad choices when exploring health insurance options
Who should take this program?
- CPAs, financial advisors and personal financial planners.
Pricing
|
Standard Member Fee |
$159.00
|
 Standard Nonmember Fee |
$209.00
|
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