Healthcare is one of the biggest risks to clients' wealth. Supporting healthcare decision-making benefits the accuracy of the financial plan while delivering value through deepened client-advisor relationships, leading to retention and increased revenues. Come join Christine Simone of Caribou, Amanda Stahl (director of longevity planning at Raymond James) and Cynthia Hoes (associate vice president at the Nationwide Retirement Institute) to learn the key healthcare planning strategies that you can implement in your service offering today.
Learning Objectives:
- Three must-have healthcare planning events to identify and when to start planning for them.
- Strategies that helps clients with tax planning, health plan selection, and provides insights on how to capture accurate drug costs.
- The value of an effective healthcare planning strategy with insights on current trends, how to charge clients and compliance issues.
Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at cecredit@advisorperspectives.com for the IWI® webinar ID to self-report your attendance.
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