Senior Healthcare Strategies 2024

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.

Highlights

• 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

Prerequisites

None

Designed For

Financial Advisors, personal financial planners and CPAs.

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.