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 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
Non-Member Price $209.00
Member Price $159.00