- 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
- Four CFP® Continuing Education courses providing a total of 10 hours of credit.
The Video Library Contains:
- 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