Health care is the single biggest expense during retirement, and costs can vary considerably.

It’s also one of the top concerns of pre-retirees and their adult children.

In fact, 78% of Americans are afraid of being a burden to loved ones later in life because of longevity and health issues.

Advisors will leave this session with greater awareness of how longevity and health situations can impact financial planning and how to incorporate these conversations with clients about their care concerns.

In "21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement" by Heather Holmes, you will: 

1. Learn ways to pro-actively introduce questions about longevity and health care planning with clients and their family;
2. Develop strategies for differentiating your practice with health + wealth;
3. Protect clients from health and care costs;
4.  Help clients optimize their active retirement for bucket-list goals.

Your presenter is Heather Holmes, Founder and CEO of Genivity.

Heather is Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Overall Rating:   4.6/ 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!