21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement
Overall Rating: 4.6 / 5
Health care is the single biggest expense during retirement, and costs can vary considerably.
It’s also one of the top concerns of pre-retirees and their adult children. In fact, 78% of Americans are afraid of being a burden to loved ones later in life because of longevity and health issues.
Advisors will leave this session with greater awareness of how longevity and health situations can impact financial planning and how to incorporate these conversations with clients about their care concerns.
In "21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement" by Heather Holmes, you will:
- Learn ways to pro-actively introduce questions about longevity and health care planning with clients and their family;
- Develop strategies for differentiating your practice with health + wealth;
- Protect clients from health and care costs;
- Help clients optimize their active retirement for bucket-list goals.
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 Heather Homes, Founder and CEO of Genivity.
Meet Heather Holmes, Retirement Longevity, Health and Wealth Expert
Retirement planning experience
Heather is Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.
Retirement planning thought leadership and expertise
Heather focuses on helping advisors and consumers incorporate their individual health and wealth factors to plan for longevity. She brings science to financial planning to create personalized projections about your clients’ health and care costs.
Heather works with over 100 million scientifically relevant data points from more than 90 carefully-vetted and curated data sources including validated data from large studies by the CDC, the SEER Cancer database, the Kaiser Family Foundation, and Social Security Administration. In addition, the Genivity team has evaluated hundreds of studies in high-quality, peer-reviewed academic journals, such as The Journal of the American Medical Association and The New England Journal of Medicine, to find the best parameters for inclusion in the HALO models.
Genevity is designed to complement the relationship between financial advisors and their clients, so they can provide a well-planned and secure financial future.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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