October 30, 2023


4 Total CPE Credits


Webinar (CA): Senior Healthcare Strategies 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine medical insurance terminology and options
• Recognize the need to plan in mid-life for end-of-life decisions
• Identify the correct path through the long-term care, Medicare and Medigap insurance maze

Major Topics

• The interrelationship of health, happiness, and financial well-being
• Traditional long-term care insurance, hybrid strategies, or self insure?
• Medicare Parts A, B, C, and D and MediGap plans
• Incapacity, elder law, Medicaid and choosing a long-term care facility
• Hospice and palliative care

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Financial Advisors, personal financial planners and CPAs.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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