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With retirees needing upwards of $500,000 for healthcare
costs—depending on how close to their golden years they are—advisors need to
know how to help their clients prepare for, and manage, these ever-growing
expenses.
In this illuminating podcast, speakers will contemplate:
- How to plan for expenses outside of Medicare
- The value of Health Savings Accounts
- Individual’s increasing responsibility for self-funding healthcare costs
- What role, if any a planner can play in keeping clients healthy
Hear Barbara Weltman, a leading authority on tax, law and finance for
small business, and Steve Vernon, president of Rest-of-Life
Communications, offer their take on this timely and important topic.
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Speakers:
Barbara
Weltman is a leading authority on tax, law and finance for small
business. She has written over 25 books, of which her perennial
top-sellers include J.K. Lasser's Small Business Taxes and The Complete
Idiot's Guide to Starting a Home-Based Business. She is a contributing
writer for Inc.com, PINK and New York Enterprise Report, and is a
sought-after media commentator who has been featured in The New York
Times, The Wall Street Journal, The Washington Post, Reuters,
Forbes.com, Marketwatch.com, WABC-TV, Fox News, CNNRadio and CNBC. She
hosts her own weekly radio show called Build Your Business.
Weltman publishes her highly popular "Idea of the Day" and
monthly e-newsletter, "Big Ideas for Small Business." These online
publications address the unique needs and interests of the
small-business community and explore market-impact issues such as
health insurance, technology, marketing, energy costs, taxes and
employee retention.
She is an adjunct lecturer at Manhattanville College in Purchase, N.Y., where she teaches Principles of Entrepreneurship.
Weltman is an active member of the Small Business Advocate
Brain Trust and an advisory board member for Small Business &
Entrepreneurship Council, Women Entrepreneurs Inc., Boardroom's Bottom
Line/Personal, Bottom Line/Wealth, and Bottom Line/Retirement.
She serves as Staple's online tax expert. She is a graduate of Brooklyn Law School and a member of the New York Bar.
Steve
Vernon, FSA, MAAA, has 30 years of experience helping large employers
design and manage their retirement programs. He recently retired as
vice president and consulting actuary with the human resources
consulting firm Watson Wyatt Worldwide and has published two books on
retirement issues.
Vernon has spent 15 years studying human potential and behavior change.
He is president of Rest-of-Life Communications and a member of the
executive faculty and research fellow with the California Institute for
Finance at California Lutheran University, where he conducts research
on behavioral finance. He has delivered more than 50 training sessions
on a variety of technical and personal growth topics.
His latest work is the DVD/booklet combination The Quest: For
Long Life, Health and Prosperity. It contains interviews with experts
in the fields of life planning, health and finance, and interviews
people from all walks in life who are living examples of the advice
from the experts. It reflects the latest thinking in how to best live
the rest of our lives. His other published works include:
Vernon is an experienced speaker, with dozens of presentations, keynote addresses and workshops on his books.
He is a graduate of the University of California at Irvine, with a bachelor's degree in mathematics and social science.
Moderator:
Jim
Grote, CFP, is a financial writer with over 20 years experience as a
development officer. A member of Planned Giving Today's Editorial
Advisory Board, he has recently written for Financial Planning,
Bloomberg Wealth Manger, Families in Business, Family Business Review,
Financial Advisor, Journal of Financial Planning, and
MorningstarAdvisor.com. He received a Certified Financial Planner Board
Article Award in the Professional/Trade Category in both 2003 and 2004.
Jim has been an adjunct professor in business ethics and philosophy at
several universities. His book (co-authored with John McGeeney), Clever
as Serpents: Business Ethics and Office Politics, was translated and
published in Germany and Indonesia.
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