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Foundation
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$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 FirstThe Convergence of Health Care & Financial Planning: delight your clients by providing valuable content on one of their biggest concerns.

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Premier
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$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: peter@yourwealthwatch.com.

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