This half-day CLE provides an introduction to the issues, concerns, and problems faced by individuals as they transition into what is referred to as “retirement age.”
There are two benefits, in particular, that are fairly universal to older Americans, and pretty foundational to an aging strategy – Social Security (retirement income) and Medicare (healthcare coverage). Having knowledge of both is important to older Americans, even if they haven’t actually retired.
Long term care is also critically important in aging considerations, but our traditional methods of planning for care are outdated. This part of the presentation will focus on how long-term care has evolved over time and what considerations you should be thinking about now when advising your client through creation of a long-term care plan.
Outcomes include:
- A basic understanding of how these systems function
- Working knowledge of the various components of these systems
- Familiarity with the unique vocabulary associated with these systems
- An awareness of how eligible individuals can utilize these systems.
Recorded in April 2024.