Retirement by Design: Healthcare Planning
About this Event
Retirement by Design: Healthcare Planning
Healthcare is one of the most important, and often most confusing, parts of retirement planning. Join Lisa Ward, Founder of Plumb Financial, as she provides practical guidance to help you understand your healthcare options and prepare for the potential costs of care in retirement.
With a passion for helping individuals achieve their life goals through sound financial planning, Lisa believes that financial literacy empowers people to make confident, informed decisions about their future. In this session, she will help participants navigate Medicare, health insurance options, and long-term care planning so they can make informed choices that protect both their health and their financial well-being.
What You'll Learn:
- How Medicare works, including the different coverage options and potential out-of-pocket expenses.
- Key considerations when evaluating health insurance choices before and during retirement.
- Strategies for planning and paying for long-term care needs.
- How long-term care insurance works and when it may be an appropriate option.
- Ways to prepare for healthcare expenses while protecting your retirement savings.
Whether you're approaching retirement, helping a loved one plan for the future, or already retired, this session will provide practical tools and valuable insights to help you navigate healthcare decisions with confidence.
About the Presenter
Lisa Ward is the Founder of Plumb Financial and is dedicated to helping individuals and families achieve their life goals through sound financial planning. Her mission is to improve financial literacy and empower people to make informed decisions that support lasting financial well-being.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
