The Healthcare Imperative

F (1.5)
F (1.5)
10:40 AM - 11:55 AM
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 helps you refine how to plan for this unknown and how to effectively use health care information in various aspects of the planning process by:

1. Teaching you how to have easy and informative discussions with clients about health issues and how these issues may impact client planning

2. Understanding the client’s health care mindset so they can understand their part in controlling health care costs

3. Showing you how to incorporate the client’s health care status with insurance planning, income planning, and advance directive planning

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