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The ISCPA office will close at 2 p.m. on Nov. 27 and will be closed Nov. 28-29 for the Thanksgiving holiday. For questions on CPE access during our short break, refer to your email confirmation or the webcast resources page.

Senior Healthcare Strategies 2024

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Webinar

4.00 Credits

Member Price $159.00

Non-Member Price $209.00

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 offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).

Leader(s):

Leader Bios

J. Randy Gardner

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City 4/06

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Non-Member Price $209.00

Member Price $159.00

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