Financial Planning For Healthcare Webcast | 4193829C STARTS AT 6:30 AM PDT

Date :
December 3, 2019 6:30 AM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, MCLE 6.50, CFP 8.00, MCLE LS-TX 6.50
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Health-related decisions are encountered in every life stage, Whether it is the decision to stay on a parent’s medical plan early in early adult life or choosing a long-term care facility near the end of life, making the right choices can have a major impact on personal happiness and financial success.

Acquire a better understanding of medical insurance options, including government exchanges, workplace plans and health savings accounts as well as Medicare and Medigap strategies. Although many clients do not realize it, their health is their greatest wealth. Managing the risk of a financially catastrophic illness requires a thoughtful analysis of personal, tax and financial factors.


  • Understand medical insurance terminology and options.
  • Recognize the need to plan in mid-life for end-of-life decisions.
  • Identify the correct path through the Medicare and Medigap maze.
  • Preserve wealth by making the right long-term care choices.

Major Subjects:

  • The interrelationship of health, happiness and financial well-being.
  • Tax planning for health care costs.
  • The failures and successes of the Affordable Care Act.
  • Medical insurance terminology, alternatives, and strategies for selecting the best option. 
  • The pros and cons of health savings accounts.
  • Traditional long-term care insurance, hybrid strategies, or self insure?
  • Medicare Parts A, B, C and D and Medigap plans.
  • Incapacity, elder law, Medicaid and choosing a long-term care facility.
  • Hospice and palliative care.

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Level of Difficulty:
Field of Interest:
Specialized Knowledge


Designed For:

CPAs, attorneys, insurance agents and financial professionals.


James Randall Gardner, CFP, CPA, Esq.

Randy Gardner is the head of financial planning for the Horace Mann Companies. Previously, he was a practicing estate planning attorney with Estate Plan, Inc. with offices in Laguna Beach and Irvine. He is a member of the AICPA, and has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies, and Tax Adviser. Gardner is co-author of several books including The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. He is a columnist for and serves on the editorial board of The Journal of Financial Planning. Recognized as Educator of the Year by the Missouri Society of CPAs, Gardner taught for over 30 years as a professor of tax and estate planning and director of the Financial Planning Program at the University of Missouri. He earned his bachelor’s degree from Harvard University; his juris doctor degree and his master’s degree in business administration from the University of Kansas; and his master of laws in taxation from the University of Missouri - Kansas City.

No Agenda or Materials posted.