Managing Health Care Expenses in Retirement

Failing to adequately plan for health care costs in retirement could result in costs which decrease the ability to maintain a quality lifestyle or even the ability to afford needed health care.

This presentation will focus primarily on Medicare, addressing it in general terms, including tips and traps a retiree should be aware of:

• Enrollment issues
• Coverage issues
• Coordination with private insurance

Secondarily, the presentation will discuss the need to consider planning for higher health care costs in retirement due to:

• Inflation
• Increased need for services due to aging
• Long term care issues

Breakfast will be provided

This is a CE (Continuing Education) course and is open to financial professionals only. Free CPE credit will be given. Registration required.