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20WC-1493: Making Better Financial Healthcare Decisions (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, January 22, 2021
8:30am - 4:00pm Central Time
8 CPE (8 technical)  |  8 CFP

Health-related decisions are encountered in every life stage. Making good choices 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, as well as Medicare and Medigap strategies. Many don't realize it, but one's health is one's greatest wealth. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax and financial factors. Formerly titled: Financial Planning For Healthcare

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.
  • 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.

Learning objective(s)

  • Understand medical insurance terminology and options.
  • Recognize the need to plan in mid-life for end-of-life decisions.
  • Identify the correct path through the Medicare and Medigap maze.
  • Preserve wealth by making the right long-term care choices.

Who should take this program?

CPAs, attorneys, insurance agents and financial professionals.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $400.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $295.00
checkmark Standard Nonmember Fee $400.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.