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Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes

Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is.

People who are retired or will soon retire say in surveys that their future health care costs are an important financial concern.

One reason is that they know from their own experience that health care costs increase at faster rates than other kinds of spending. They also understand that their future health – which may determine how much they will pay for care — is unpredictable, and that a serious prolonged illness could derail their retirement. The majority of retirees also say that Medicare’s complexity makes it difficult for them to know what to do and how to find out whether they are paying more than they need to for their health care. Financial advisors may be able to address some of these concerns by suggesting relatively easy ways for clients to manage their retirement health care spending.

In “Three Steps to Helping Clients Manage Health Care Costs in Retirement” with David Armes, you will learn:

  1. The ways that the cost of health care is different from other retirement costs;
  2. How to help clients understand health care’s late-retirement spending pattern;
  3. Benchmarks to help clients determine how comprehensive their coverage should be;
  4. The importance of re-evaluating coverage during Medicare’s annual open enrollment;
  5. How to find the names and toll-free numbers of non-profit Medicare counseling agencies, including ones in each of the 50 states, that at no cost will answer questions and help clients find the coverage that meets their needs.

Your presenter is David Armes, CFP®, Principal of Dover Healthcare Planning, LLC.

David Armes, CFP®, Principal of Dover Healthcare Planning, LLC

David is Principal of Dover Healthcare Planning, LLC, a fee-only firm that assists clients in evaluating their Medicare options. Prior to starting the firm, David served for four years as a volunteer Medicare counselor after retiring from his job as real estate division manager for a large corporation. He is the author of several published articles about managing retirement health care costs, including the cover story of the October 2017 issue of the Journal of Financial Planning.

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.

Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes

Overall Rating: 4.5 / 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!

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Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes


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