Three Steps to Helping Clients Manage Health Care Costs in Retirement

Three Steps to Helping Clients Manage Health Care Cost
in Retirement

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

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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

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

People who are retired or will soon retire say in surveys that their future health care costs are an important financial concern.

One reason is that they know from their own experience that health care costs increase at faster rates than other kinds of spending. They also understand that their future health – which may determine how much they will pay for care — is unpredictable, and that a serious prolonged illness could derail their retirement. The majority of retirees also say that Medicare’s complexity makes it difficult for them to know what to do and how to find out whether they are paying more than they need to for their health care. Financial advisors may be able to address some of these concerns by suggesting relatively easy ways for clients to manage their retirement health care spending.

In "Three Steps to Helping Clients Manage Health Care Cost in Retirement" by David Armes, you will learn:

  1. The ways that the cost of health care is different from other retirement costs;
  2. How to help clients understand health care’s late-retirement spending pattern;
  3. Benchmarks to help clients determine how comprehensive their coverage should be;
  4. The importance of re-evaluating coverage during Medicare’s annual open enrollment;
  5. How to find the names and toll-free numbers of non-profit Medicare counseling agencies, including ones in each of the 50 states, that at no cost will answer questions and help clients find the coverage that meets their needs.

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 David Armes, CFP®, Principal of
Dover Healthcare Planning, LLC.

David Armes, CFP®


Meet David Armes, CFP®, Principal of
Dover Healthcare Planning, LLC.​

Retirement planning experience

David is Principal of Dover Healthcare Planning, LLC, a fee-only firm that assists clients in evaluating their Medicare options. Prior to starting the firm, David served for four years as a volunteer Medicare counselor after retiring from his job as real estate division manager for a large corporation. He 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.

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

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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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