$50 per year
- Monthly Video: each month view content on the intersection of financial planning & health care issues
- Ask the Experts Blog: answers to financial advisors most pressing health care questions
- Newsletter Subscription & Library: Educational content on financial planning concepts related to healthcare
- Continuing Education (CFP®, CIMA®):
Live events, online exam
- Discounted Pricing on Speaking Services: utilize Bedrock for live advisor and client events.
- Discounted pricing on Top of the First – The Convergence of Health Care & Financial Planning: delight your clients by providing valuable content on one of their biggest concerns.
$700 per year
- All content in Foundation Subscription plus:
- Personal access to entire WealthWatch Retirement Health Care & Financial Planning video library.
- Small Group Coaching Series – 5 One Hour Webinars Covering:
– Medicare Overview
– Building Health Care costs into financial plans
– Health Savings Accounts, Roths, Tax Efficient Investing
– Custodial Care
– Plan of Action to Connect with Clients & Prospects
- PowerPoint client presentation for follow up meetings.
- Webinar Replay Library: Coaching Series content in case you miss a live broadcast or need a review
Group / Enterprise pricing available upon request. Contact: firstname.lastname@example.org.
Enter any promotional code at check out.