Health Insurance Planning WEBCAST
Overview
Many don’t realize it, but one’s health is one’s greatest wealth. Health-related decisions 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. 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. 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.
Prerequisites
None.
Designed For
CPAs, financial advisors and personal financial planners.
Objectives
Determine medical insurance terminology and options. Recognize the tax benefits of and differences between plans. Identify the correct path through the myriad choices when exploring health insurance options.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
J. Gardner, Surgent McCoy CPE, LLC
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 $209.00
Member Price $159.00