Carolyn_McClanahan

Carolyn S. McClanahan CFP

Founder, Life Planning Partners, Inc.

Carolyn McClanahan, M.D., CFP® is a physician and financial planner. She is the founder of Life Planning Partners, Inc., a comprehensive fee only financial planning company, and co-founder of Whealthcare Planning, LLC, a software company dedicated to helping our population plan for the challenges of aging. In addition to working in her financial life planning practice and software company, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability, aging issues, end of life, health care costs, and health care reform. She writes for Forbes, CNBC, and Financial Planning Magazine covering intersections of money and medicine. Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She was named a Woman to Watch and an Innovator by Investment News. She is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, and NPR.


Appearances

  • Thumbnail for Healthcare Reform: How Will the Healthcare System Change for Your Clients
    Identification
    18
    Date
    January 21, 2013
    Healthcare reform is an ongoing question mark in financial planning. Dr. McClanahan will provide an update on the state of reform, and how to assist your clients with upcoming changes in healthcare delivery and costs…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for How Health Care Reform Affects You and Your Clients
    Identification
    37
    Date
    January 17, 2012

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Healthcare Reform: How Will the Healthcare System Change for Your Clients
    Identification
    LB18
    Date
    January 21, 2013
    Healthcare reform is an ongoing question mark in financial planning. Dr. McClanahan will provide an update on the state of reform, and how to assist your clients with upcoming changes in healthcare delivery and costs…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for New World of Health Insurance in 2014
    Identification
    5
    Date
    January 20, 2014
    The ongoing saga of health care reform continues. Dr. McClanahan reviews the current path of health reform, how your clients will obtain health insurance, and tax planning opportunities to better position your clients in the new health care environment…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
    $49
    Standard Price
  • Thumbnail for New World of Health Insurance in 2014
    Identification
    5
    Date
    January 20, 2014
    The ongoing saga of health care reform continues. Dr. McClanahan reviews the current path of health reform, how your clients will obtain health insurance, and tax planning opportunities to better position your clients in the new health care environment…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Planning For Health Expenses in Retirement
    Identification
    40
    Date
    January 20, 2016
    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…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Planning For Health Expenses in Retirement
    Identification
    40
    Date
    January 20, 2016
    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…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Healthcare Reform: How Will the Healthcare System Change for Your Clients
    Identification
    LB18
    Date
    January 21, 2013
    Healthcare reform is an ongoing question mark in financial planning. Dr. McClanahan will provide an update on the state of reform, and how to assist your clients with upcoming changes in healthcare delivery and costs…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Planning For Health Expenses in Retirement
    Identification
    40
    Date
    January 20, 2016
    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…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Planning For Health Expenses in Retirement
    Identification
    40
    Date
    January 20, 2016
    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…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Planning for the Terminally Ill Client
    Identification
    ENG1710
    Date
    June 13, 2017
    Finances at the end of life present a major concern for both patients and their families. Financial planners are in a unique position to help clients through these difficult times. Dr…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Health Insurance for Early Retirement
    Identification
    PFP1809
    Date
    June 11, 2018
    Dr. McClanahan will update you on the latest you need to know in regards to health insurance for early retirees…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.
  • Thumbnail for Health Insurance for Early Retirement
    Identification
    PFP1931
    Date
    June 12, 2019
    The Democrats took back the House and health policy is again in flux. Will we turn to Medicare for All? Dr. McClanahan will cover the latest in health policy and how it relates to you, your practice, and your clients…

    Speaker

    Speaker Image for Carolyn McClanahan
    Founder, Life Planning Partners, Inc.

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