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A mammoth investigation of health care costs should be required reading for anyone who will ever in their lifetime incur a bill for health care services.
Horsesmouth Essential: Improper financial planning for health care can ruin clients' retirement dreams. If your clients haven't considered their health care coverage, you must ask the right questions to get them thinking seriously about it.
Horsesmouth Essential: Clients say they are worried about retirement, but what really concern them are health care expenses during retirement. Health care is expensive, and the ongoing national debate fuels everyone's uncertainty. Now it is more important than ever to include health care costs in your retirement plans. Here are some tools, resources, statistics, and facts to help you budget for and talk to clients about their future health care needs.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025