December 5, 2022 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Making Better Financial Healthcare Decisions

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

8:30am

Fees

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

Notes

None

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