Date/Time: March 10, 2010
(2–3 p.m. EST)
Presenters: Katy Votava, Ph.D.
Educational Track: Technical Knowledge
CFP Board CE Credit: 1.0 (pending approval)
Career Level: I, II, III
FPA Competencies: Technical Knowledge and HR
Management
CFP Board Topic List: Insurance Planning and
Risk Management, Employee Benefits Planning, Retirement
Planning
Tuition: $35 FPA members, $45
nonmembers
Please Note: Registration for this event will end 15 minutes prior to the start. Seating is limited and entering the session late may cause problems with earning your CE credit, so please register early.
Type of Event
Streaming: Audio and visual presentation through your computer
About the Program
This session will demystify the transition from employer sponsored health insurance to coverage for an individual or very small business including effective use of COBRA benefits. Financial planners will gain the tools to address the growing need to assist clients with the intricate planning required in these types of transitions.
Learn About
- Including this advice in your business model
- Shopping for individual health insurance
- How do High Deductible Health Plans and Health Savings Accounts work
- Effective use of COBRA benefits during the transition
- Planning for your client's transition to Medicare
- Including experts in your planning team
Who Should Attend
This session will benefit financial planners at all career levels as the market for this type of advice is growing rapidly. This session it targeted at bridging knowledge gaps in the expertise needed to address this transitional issue.
Our Speaker
Katy Votava, Ph.D. is founder and President of GOODCARE.com. In this role she applies her in-depth experience as a nurse practitioner, healthcare administrator and educator to the healthcare cost and planning needs for financial advisors and their clients. She is an expert in individual and small business healthcare plans, Medicare, long-term care as well as planning for healthcare in retirement. Votava created the consulting firm of GOODCARE.com® to help financial advisers and their clients all over the United States plan for and manage their healthcare costs. GOODCARE.com® is also an online source for information, resources, and free tools in order to help more people plan and manage their healthcare costs.
Votava has been featured on the Nightly Business Report, Health.com and speaks frequently on personal healthcare finance. She has a Bachelor's degree in Nursing from Georgetown University, Washington, DC; a Master of Science as a Nurse Practitioner, and a Ph.D. in Health Economics and Nursing from University of Rochester. Dr. Katy completed a Pre-doctoral Fellowship in Community and Preventive Medicine at the University of Rochester School of Medicine as well as a Post-doctoral Fellowship at Harvard Medical School.
