For many clients, health care costs will be their largest expense in retirement. However, most do not—or do not know how to—accurately plan for these costs, widening the “planning gap” between how investors think and how financial advisors plan. Still, 78% expect their financial advisor to advise them on planning for these costs—presenting an opportunity for advisors to help them create a retirement income plan for health care costs in retirement.
Date: Tuesday, July 24, 2018
Time: 4-5 PM ET
In this free webcast, specialists from Nationwide®, InvestmentNews Research and Bennington Asset Management, Inc. will examine:
- Gaps between what clients expect to pay and the reality of health care costs in retirement, and how to solve for them
- How to help your clients obtain personalized estimates of Medicare and out-of-pocket health care expenses throughout retirement
- Ways to use an accurate, personalized Health Care Cost Assessment and other resources to create a comprehensive retirement plan specific to each client
Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.
For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.
For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.
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