Webinar: “Healthcare Considerations for Your Financial Plan”
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
About the author
Senior Advanced Planning Manager
CFP®, ADPA®
Chloé Briel is a Senior Advanced Planning Manager on Wealth Enhancement’s Advanced Planning team, where she partners with advisors and clients to deliver consistent, high-quality financial planning strategies. She also provides leadership support across the team, helping drive…
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