Healthcare consistently ranks as one of the top concerns for clients nearing retirement. Join Carolyn McClanahan, M.D., CFP®, where she will present a detailed checklist to help advisors guide clients through key healthcare and insurance decisions before retirement, at the point of transition, throughout retirement, and into end-of-life planning. In this session, Dr. McClanahan will equip advisors with a structured framework to anticipate potential gaps, manage costs, and ensure clients are fully prepared for each stage of the retirement journey.
In this webinar, advisors will learn how to:
- Anticipate and plan for healthcare costs throughout retirement.
- Initiate and guide productive aging-plan discussions with clients.
- Support clients transitioning from workplace health coverage to Medicare or ACA options.
- Address ongoing expenses for dental, vision, and hearing care, including Medicare review strategies.
- Facilitate quality-of-life and end-of-life planning conversations with empathy and clarity.
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
