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Webinar: “Healthcare Considerations for Your Financial Plan”

, CFP®

03/26/2025

40 minutes

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Healthcare is an often-overlooked part of your finances. You may think you have a sound financial plan, but if you haven’t properly considered your healthcare needs (and how to pay for them), the retirement of your dreams may never be a reality.

In this webinar, which originally aired on March 27, 2025, Wealth Enhancement’s Chloé Briel details four healthcare considerations for your financial plan, including:

  • Bridging the gap between retirement and Medicare
  • Navigating Medicare
  • Planning for long-term care
  • Adding advanced directives to your estate plan

To learn more about how these topics may impact your financial plan, schedule a meeting with one of our advisors today!

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.

2025-7215

Advanced Planning Manager

Plymouth, MN

Chloé is an Advanced Planning Manager on our Advanced Planning team, supporting Wealth Enhancement’s advisors and clients by providing high-quality, consistent financial planning advice and solutions. She has been with Wealth Enhancement for over 5 years and spent the 9 years prior in wealth management as a paraplanner and then an advisor.

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.