December 26, 2023


4 Total CPE Credits


Webinar (CA): Health Insurance Planning 2023

  • Instructor

    James Gardner

Learning 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

Major Topics

• 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

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

CPAs, financial advisors and personal financial planners.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.