Healthcare Costs, How to Plan and Pay
Time & Location
About the Event
Health care expenses in retirement often are a large part of a retiree’s budget that tend to increase more rapidly than other spending categories. It is important to determine how a retiree can leverage Medicare and other insurances to minimize the impact on your retirement paycheck. By sharing tools and resources during this workshop, we will show participants how to help make decisions about how you will cover health care expenses — including long-term care — in retirement.
This workshop walks participants through the basics of determining how best to cover health care costs during retirement. The information presented guides participants to reflect on how health care needs impact their financial circumstances and to consider ways to cover the expenses with available sources of retirement income. The workshop also directs participants to free, credible resources for questions they may have about insurance options available during their retirement years and provides participants with the tools to outline their own action plan to cover health care costs.
To join any/all of the live workshops, RSVP here.
Unable to attend the live seminars but still interested in planning for retirement? We'll be recording the classes and posting them on our YouTube channel afterward.
January 9: When to Claim Social Security – What is the optimal age to begin claiming Social Security benefits, given your unique set of financial and life circumstances?
January 16: Managing Savings and Investments – How do you manage savings and investments assets to meet your needs when you no longer have new income sources?
January 23: How to Pay for Health Care Costs – How do you project and pay for health care costs during retirement?
January 30: Protecting Yourself from Fraud – What steps should you take to guard against fraud, including identity theft? How can you manage your public information and behavior to minimize exposure?