Breakout Session

Planning for Health Care in Retirement

Level of Complexity: Intermediate

Presenter(s)

• 

  Ryan Donohue

  National Speaker
  Vanguard

Health care costs are one of the top fears investors have about retirement. Together, Vanguard and Mercer Health and Benefits have developed a model to forecast health care costs for both pre-retirees and retirees in order to help them be prepared. Vanguard will discuss the latest research on these costs.

Learning Objectives:

• Enable clients to predict health care expenses in retirement
• Temper client anxiety over health care and long-term care costs in retirement
• Extend the value of your client relationships by becoming their authority on retirement health care costs