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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 9:00am - 9:50am
B2a Financial Planning for Health Care Expenditures in Retirement

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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 health care planning and long-term care planning do not receive similar accolade. A comprehensive financial plan should not only include a path to wealth strategies, it should also account for the potential expenses related to health care coverage and long-term care coverage. This paper posits that the likelihood of an individual who has considered retirement 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.

Author(s): William Lance Hocutt, M.S., CRPC®

avatar for William Lance Hocutt

William Lance Hocutt

Student, Texas Tech University PFP
20 year practitioner and current Ph.D. Student at Texas Tech University

Sunday October 1, 2017 9:00am - 9:50am
Mockingbird 2

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