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Financing Retiree Healthcare Post COVID

InvestmentNews

May 19, 2020
Recorded Online
Webcast

As retirement nears, individuals will have several big decisions to make, including when to stop working, when to claim Social Security and how to generate cash flow from their retirement assets. Perhaps the biggest expense to consider in retirement is paying for healthcare and potential long term care costs. These decisions are interconnected and could influence your overall living costs and lifestyle choices,  as well as when you plan to retire.

Earlier in May, Mary Beth Franklin explored the potential re-thinking of Social Security decisions in light of the coronavirus pandemic. In this bootcamp, we will explore how financial advisers can help clients plan for their healthcare costs in retirement and why now is probably one on the best times to start those conversations while healthcare is in the national spotlight.

Part 1: Estimating and Financing Retiree Healthcare Costs, a View from Experts

Clients have long been concerned about paying for healthcare in their older years, but the pandemic has put healthcare back into the national spotlight, raising real concerns about health and how to pay for quality care and services.  Our experts in this session will explain how to estimate and incorporate costs into financial plans.  

Moderator: Mary Beth Franklin, Contributing Editor, InvestmentNews

Panelists:

  • Ron Mastrogiovanni, Chairman and CEO, Healthview Financial
  • Fred Riccardi, President, Medicare Rights Center

Part 2: In the Trenches: A View from Financial Advisers

Advisers share what they are hearing from nervous clients and the strategies they are using to plan for retiree healthcare costs. Our two seasoned healthcare planning experts will discuss the importance and details of providing for health care as a part of a retirement plan.

Moderator: Mary Beth Franklin, Contributing Editor, InvestmentNews

Panelists:

  • David Hays, CFP, Founder, President and Senior Consultant, Comprehensive Financial Consultants, Inc.
  • Carolyn McClanahan, M.D., CFP, Director of Financial Planning, Life Planning Partners, Inc.

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