As you prepare to leave the workforce and embark on your retirement journey, understanding the intricacies of medical costs is crucial. Join us for this informative webinar, where we'll delve into various aspects to help you plan effectively. We're delighted to have a special guest, Grace Gosnell from Scoop Health, joining us to provide valuable insights.
Agenda
Planning Considerations: Explore key considerations for estimating and managing medical costs as a retiree.
Impact on Your Taxes: Understand how generating income can affect your health care costs significantly and how to strategize in this arena.
The Importance of Having an Income Plan: Learn why having a well-structured retirement income plan is directly tied to ability to afford insurance and care.
Medical Cost Sharing: Learn about medical cost sharing, its benefits and drawbacks, and differences between different cost sharing communities.
Additional Factors to Consider: The most important things to know about Long Term Care planning and how to avoid making costly blunders.
Troy Sharpe, CFP®, has a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School at Rice University. Additionally, Troy is a Registered Financial Consultant with...
Helping Make Your Dream Retirement a Reality.
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.