Financial advisors often work with clients who are nearing or in retirement, and healthcare is one of the most pressing concerns for people as they approach retirement age and beyond. While it’s important to make sure the numbers all add up and that clients have the resources to pay for healthcare costs throughout their retirement, what’s even more important (but often forgotten) is that they – and the people who might become responsible for caring for them – are aligned on their healthcare goals, so they can maintain their desired quality of life even when health issues arise. 
 
Join Carolyn McClanahan, founder of Life Planning Partners, at the October Kitces Monthly Webinar, where she will discuss the real-life challenges faced by planners and their clients around meeting healthcare needs in retirement, including pre-planning before a medical event occurs to ensure the client’s goals are communicated with and supported by family and health care providers, deciding who will provide care (be it family members, friends, or professional help) and how they will be paid, and learning what government assistance programs may be available to help with the cost of care. 
 
At this Kitces Monthly Webinar, advisors will learn: 
- How to agree on and prepare an Advance Medical Directive 
- What factors should be considered when deciding on who will provide care  
- How to decide whether to receive care at home or in an assisted living or skilled care facility 
- How to get the most out of the available benefits from a Long-Term Care Insurance policy 
- What assistance government programs like Medicare, Medicaid, and VA can provide 

Continuing Education (CE): 1.5 Credit
For those who attend the live session for at least 75 minutes, we will report your attendance directly to the CFP Board, IWI and American College within 72 hours as long as you enter your certification numbers during registration. You 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 75 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.