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2022 AICPA & CIMA ENGAGE

PFP2218 - Healthcare Planning for Early Retirement


Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm


Standard: $49.00

Description

With the average retirement age of 62 in the US coupled with The Great Resignation of younger workers seeking self-employment, health insurance planning becomes a bigger part of the financial plan beyond just planning for increased expenses due to advanced age. This session will cover what options are out there and how to guide clients to the resources available, then discuss funding strategies to keep costs as low as possible while still providing adequate healthcare.

Learning Objectives:
  • Identify which health insurance options are available for early retirees
  • Choose savings options that offer the most flexibility for funding healthcare costs
  • Compare strategies to keep total costs down based on clients' individual circumstances

Speaker(s):

  • Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long

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