Senior Healthcare Strategies
Wednesday, April 30, 2025
2:30-6 p.m. Central
4 CPE (4 technical)
Course code: 25WC-0064
View pricing
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.
Major subjects
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The interrelationship of health, happiness, and financial well-being
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Traditional long-term care insurance, hybrid strategies, or self insure?
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Medicare Parts A, B, C, and D and Medigap plans
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Incapacity, elder law, Medicaid, and choosing a long-term care facility
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Hospice and palliative care
Learning objectives
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Determine medical insurance terminology and options
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Recognize the need to plan in mid-life for end-of-life decisions
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Identify the correct path through the long-term care, Medicare, and Medigap insurance maze
Who should take this program?
- Financial Advisors, personal financial planners and CPAs.
Pricing
|
Standard Member Fee |
$159.00
|
 Standard Nonmember Fee |
$209.00
|
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