CE Course | Planning Early Retirement: What About Healthcare?

Caribou Team
February 7, 2024

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We’ve launched our first-ever CE Course for financial advisors! Our free course has been accepted by the CFP Board and is now available for you to take. You’ll learn the important role healthcare planning plays in early retirement plans and discover background information, data, and case studies highlighting the implications of healthcare expenses for pre-65 retirees. Here are a few key takeaways you’ll walk away with after completing the course:

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  • Consumer concerns about healthcare costs.
    Data on rising healthcare costs and healthcare costs in retirement.

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  • Insurance options for pre-65 retirees.
    An overview of health insurance options available to pre-65 retirees and their role in financial risk mitigation.

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  • How to guide your pre-65 retiree clients.
    Important dates, timing, and how to conduct a personalized HealthPlanning Analysis for clients.

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Learn more and enroll in the course by visiting the official course website here!

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