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, including government exchanges, workplace plans and health savings accounts, as well as Medicare and Medigap strategies. Many don’t realize it, but one’s health is one’s greatest wealth. Managing the risk of a financially catastrophic illness requires 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.
CPAs, attorneys, insurance agents and financial professionals.
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.
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.
Non-Member Price $389.00
Member Price $289.00
Registration for this event is closed.