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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.

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

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

Who Will Benefit

CPAs, financial advisors and personal financial planners.

Credits

Category Amount
Tax 4.00
Yikes, the time is near. Please call NMSCPA at (505) 246-1699 to register.