A 21st Century Connection: Health and Wealth – Ron Mastrogiovanni – Learn more


A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni

Gain insight into how to approach helping your clients prepare for and address their healthcare costs in retirement.

Most retirement income plans typically target a 75% to 85% income replacement ratio.

With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators.

While these ratios include a portion of pre-retirement health care costs, few take into account projected health care cost inflation, significant health-related out-of-pocket expenses and the impact of Medicare surcharges.


In this one-hour session, you will learn about:

A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni

A 21st Century Connection: Health and Wealth – Ron Mastrogiovanni

  1. The retirement health care planning challenge;
  2. How Americans can afford to save more for health care costs;
  3. How Medicare covers health care costs in retirement;
  4. Retirement health care planning approaches.

Retirement Resource Center You Tube ChannelThe Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.


Overall Rating: 4.9 / 5

Retail: $29.00

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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.


Your presenter is Ron Mastrogiovanni, President & CEO, HealthView Services

Ron Mastrogiovanni - Health Care Impact Expert

Ron Mastrogiovanni – Health Care Impact Expert


Ron has more than 25 years of experience in management consulting, financial services and health care software design. He is responsible for developing the HealthView software platform, a solution-based planning system that integrates health care cost projections, Medicare means testing, long-term care expenses and Social Security optimization into the retirement planning process. Ron is a widely respected thought leader in the domain of health care costs projections, and has co-authored several white papers on such topics as the 2015 Health Care Cost Data Report and the Impact of Medicare Means Testing on Future Retirees.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center


Invest in Your Retirement Expertise

1 hr CFP®, CRC®, and other CE Credit Reporting

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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