Senior Healthcare Strategies 2023

Course Details

Date

Tuesday, December 26, 2023

10:30am – 2:00pm
(Registration: 10:00am)

Field of Study

Taxation

Course Number

119182

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Basic

Vendor

CalCPA Education Foundation

Prerequisites

None

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 for individuals transitioning to retirement, including long-term care insurance, Medicare, and Medigap plans. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax and financial factors.

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

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

Designed For

Financial Advisors, personal financial planners and CPAs.

Registration for this course has passed.

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$159.00
Non-Member Fee Applicable if you are not a HSCPA member.	$209.00
Your Price	$209.00