Financial Planning For Healthcare

Course Details


Thursday, January 23, 2020

4:30am – 12:00am
(Registration: 4:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Health-related decisions are encountered in every life stage, Whether it is the decision to stay on a parent’s medical plan early in early adult life or choosing a long-term care facility near the end of life, making the right 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. Although many clients do not realize it, their health is their greatest wealth. Managing the risk of a financially catastrophic illness requires a thoughtful analysis of personal, tax and financial factors.


  • 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.


  • 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.

Designed For

CPAs, attorneys, insurance agents and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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