The Convergence of Health Care and Financial Planning
Pre-retirees frequently rank retirement health care costs as their top concern.
Financial advisors must understand the convergence of financial planning and health care in order to build comprehensive retirement income strategies.
Significant demographic, political and legislative changes are occurring that necessitate modifications to traditional wealth accumulation strategies. This educational session will clearly lay out challenges and solutions, including Medicare, Health Savings Accounts, and realistic health care costs.
In "The Convergence of Health Care and Financial Planning" by Peter Stahl, you will learn:
- How to estimate retirement health care costs;
- The basics of Medicare;
- Retirement strategies with Health Savings Accounts;
- How to effectively discuss custodial care;
- Optimal wealth accumulation strategies to plan for retirement health care.
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 Peter Stahl, CFP®, CLTC®, CMFC, President and Founder of Bedrock Business Results, LLC, and Founder of WealthWatch.com.
Meet Peter Stahl, CFP®, CLTC®, CMFC®, Retirement Health and Financial Planning Expert
Retirement planning experience
Peter has 30 years of experience in the financial services industry. He has supported the sales and marketing efforts of financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally. Product areas include insurance, mutual funds, annuities and retirement plans. He has been a Certified Financial Planner since 1997.
In 2012 Peter founded Bedrock Business Results, LLC, a training and consulting firm designed to help financial advisors understand health care challenges during retirement, equipping them to build trust and provide solutions for their clients.
Peter is also the founder of WealthWatch, an innovative video library providing content on retirement health care issues, focusing on the convergence of health care and financial planning.
Peter was previously the Vice President of Strategic Relationships at The Hartford, and prior to that part of the support team at Putnam Investments.
Retirement planning thought leadership and expertise
Peter is an author and sought after industry speaker on the convergence of health care and financial planning. He provides training and creative resources at major industry conferences and client venues across the country. In addition, Peter provides CFP® C/E and innovative online resources on the health care topic at his WealthWatch resource center (www.yourwealthwatch.com).
Peter delivers training and resources to financial advisors and their clients across the United States and internationally. Author of “Top of the First: The Convergence of Health Care and Financial Planning”, now available in paperback, Peter makes navigating through a complex and ever-changing health care landscape comprehensible to all. He covers:
- Concern about health care costs has emerged as pre-retirees’ top concern;
- Health care is a major topic in our nation;
- Financial Advisors who are equipped to address this issue have a unique opportunity to build trust, gather assets and cement client relationships.
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).
We 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 certification CE credit.
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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