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Friday, May 18 • 8:00am - 8:50am
102-Financial Panning for Health Care Expenditures in Retirement

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Lance Hocutt - It is widely accepted that financial planning for retirement is deemed wise and essential to maintain an equally sound financial quality of life post-career. However, retirement healthcare planning and long-term care planning do not receive the similar accolade. A comprehensive financial plan should not only include a pathway to wealth strategies, it should also account for the expenses related to health care coverage and long-term care coverage. This paper posits that the likelihood of an individual who has considered health care planning or considered long-term care planning increases when receiving financial advice from a professional financial planner. Such findings are confirmed by means of a robust survey study encompassing a representative sample.

avatar for William Lance Hocutt

William Lance Hocutt

President and Founder, Lance Hocutt Financial Group
20 year practitioner and current Ph.D. Student at Texas Tech University

Friday May 18, 2018 8:00am - 8:50am
Island 1

Attendees (2)