Health Insurance Planning 2024 (4 hours)

Overview

Many don’t realize it, but one’s health is one’s greatest wealth. Health-related decisions 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. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax, and financial factors.

Highlights

• 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

Designed For

CPAs, financial advisors and personal financial planners.

Objectives

• Determine medical insurance terminology and options
• Recognize the tax benefits of and differences between plans
• Identify the correct path through the myriad choices when exploring health insurance options

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!