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David Armes, CFP®

David Armes, CFP®

David Armes, CFP® Principal of Dover Healthcare Planning, LLC, a fee-only financial planning firm that helps clients evaluate their Medicare insurance choices. Dover does not sell or recommend insurance products, but only provides evaluations as well as suggestions about how clients may save money in the plans that are evaluated.

 

Passion/Expertise

 

David is a certified financial planner with ten years of experience in Medicare counseling and expertise in behavioral finance and investment management.

 

Position/Experience

 

Prior to starting Dover Healthcare Planning, LLC, David served for four years as a volunteer Medicare counselor after retiring from his job as real estate division manager for a large corporation.

 

Publications

 

David is the author of several published articles about managing retirement health care costs, including the cover story of the October 2017 issue of the Journal of Financial Planning. He has been quoted in articles about retirement health care costs in the New York Times, the Dow Jones Financial Adviser, Bloomberg/Business Week Online, and Financial Planning magazine. He has also written articles about Medicare and related health insurance topics for several financial publications, including Financial Advisor magazine.

 

David Armes, CFP®, MBA – Behavioral Finance and Investment Management Expert - Retirement Speakers Bureau David Armes is available to do presentations on a variety of topics for your retirement professional development or consumers group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes

Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Most senior adults prefer to stay in their home as long as possible - after all, home is where the heart is.

$39.00
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