Senior Healthcare Strategies 2024

Monday, December 02, 2024
Webcast or Webinar, Online
3:30 PM - 7:00 PM (opens at 3:00 PM) EST
4Credits

Registration is Open

Members
$159.00 Regular Price
Non-Members
$209.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$80.00 Members / $112.00 Non-Members
Course Type: Webcast
Course Code: 24/3124848
Level: Basic
Vendor: California CPA Education Foundation
Field of Study: Taxes

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.

Objectives:

• Determine medical insurance terminology and options • Recognize the need to plan in mid-life for end-of-life decisions• Identify the correct path through the long-term care, Medicare, and Medigap insurance maze

Major Topics:

• 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

Major Topics:

• 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

Designed For:

Financial Advisors, personal financial planners and CPAs.

Prerequisites:

None