Premier Subscription

Premier Subscription

  • 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