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Advanced Personal Financial Planning Conference 2016

40 - Planning For Health Expenses in Retirement

Jan 20, 2016 9:50am ‐ Jan 20, 2016 11:05am


Health care planning is a significant unknown for financial planners and their clients. Organizations such as Fidelity and Employee Benefit Research Institute offer averages, and we know there is rarely an average person. Dr. McClanahan will help attendees refine how to plan for this unknown and how to effectively use health care information in various aspects of the planning process. Attendees will:
• Learn how to have easy and informative discussions with clients about health issues and how these issues may impact client planning
• Understand the client’s health care mindset, so they can understand their part in controlling health care costs
• Learn how to incorporate the client’s health care status with insurance planning, income planning and advance directive planning


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