Navigating insurance options at retirement
COBRA
Individual Plans
Medicare A, B, C & D
Medigap and MedAdvantage
Insurance 101
Summary Plan Description
How to use your plan
Making efficient use of the healthcare system
Added services, nurse advice line, online services and more
EAP
Voluntary benefits
Long Term Care Insurance
What is Long Term Care Insurance?
What to look for in a good contract
How to design a plan that fits your personal needs and goals
Where to find good care and what to look for
Insurance companies, their ratings and more
Health Savings Account
Our healthcare problem
Consumer Directed Healthcare
High deductible health plans
HSA’s
Advantages/Disadvantages
Financial Seminars
Cash management:
Risk Management:
Investment Planning:
Retirement Planning
Tax Planning (Not individual seminar – an optional added component)
Estate Planning
