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Five Retirement Health Care Topics Every Advisor Needs to Understand

Session Speakers
Session Description

Why Attend
Learn about five retirement health care topics that every advisor needs to understand to help clients plan for their health care needs in retirement.

Session Details
Health care issues during retirement can have tremendous emotional and financial impact on your clients. Are you equipped to provide the financial guidance they need? Recognize Medicare myths and realities—and how Medicare affects Social Security benefits. Learn about financial tools you can use to build health care costs into your clients’ financial plans. In this session, you’ll find out how to:

  • Evaluate the timing of Medicare enrollment 
  • Build accurate health care costs into financial portfolios and plan for their impact on Social Security income 
  • Incorporate Health Savings Accounts and Roth IRAs as assets in your practice 
  • Conduct effective conversations on custodial care

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule