November 18, 2020 9:30am – 5:00pm Map & Directions 602-252-4144

Webcast: Making Better Financial Healthcare Decisions | 4203829C

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description




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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

9:00am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webinar
Specialized Knowledge
8

Objectives





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.

Course Level

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For




CPAs, attorneys, insurance agents and financial professionals.

Prerequisites




None.

Highlights





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.

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