Premier Subscription

Premier Subscription

• One on one 90 minute telephone training session: After listening to the recorded webinar sessions and WealthWatch video library, work through the content with Peter to master the central financial planning issues surrounding retirement health care.

• Two recorded Webinars (2 hours of CFP® C/E) Covering:
  • Medicare Overview
  • Building Health Care costs into financial plans
  • Health Savings Accounts, Roths, Tax Efficient Investing
  • Custodial Care

• The WealthWacth Video Library contains 12 short videos (4 to 5 minutes each):

• • Retirement Health Care Overview
  • Medicare: Original, Medigap, Prescription Drugs
  • Medicare Advantage Overview
  • Estimating Retirement Health Care Costs
  • Financial Planning Considerations
  • Timing Your Enrollment – 65 or Younger
  • Timing Your Enrollment – Beyond 65
  • Health Savings Accounts
  • Roth IRA and Roth 401 (k)
  • Custodial Care: Understanding the Challenges
  • Custodial Care: Understanding the Solutions
  • Plan of Action

• Two client phone consultations with Peter:
  • Provide your clients with an overview of Medicare including prudent coverage choices, costs, and optimal timing of their enrollment

• PowerPoint client presentation for follow up meetings

Price:

$800

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