Olathe, KS 66061
Session 1: Planning for Aging
Aging presents many challenges. Transitioning financial decision making, changes in living situations, when to quit driving, and how to make health care decisions are the four key situations where people can face financial and emotional strain if preparations have not been made in advance.
Dr. McClanahan discusses putting preventive practices in place to help make better decisions during these transitions. She will share her processes and forms she uses in planning for aging.
Session 2: Secrets Behind the Premiums for Life, Disability, and Long Term Care Insurance
Insurance premiums vary widely based on health history, personal habits, and the underwriting process of individual insurance companies. Dr. McClanahan reveals how common health issues and habits affect a client’s insurability and ratings. Techniques are discussed on how to reduce the chance of poor ratings or denial of life, disability, or long term care insurance.
Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times.
Session 1: Planning for Aging
Aging presents many challenges. Transitioning financial decision making, changes in living situations, when to quit driving, and how to make health care decisions are the four key situations where people can face financial and emotional strain if preparations have not been made in advance.
Dr. McClanahan discusses putting preventive practices in place to help make better decisions during these transitions. She will share her processes and forms she uses in planning for aging.
Session 2: Secrets Behind the Premiums for Life, Disability, and Long Term Care Insurance
Insurance premiums vary widely based on health history, personal habits, and the underwriting process of individual insurance companies. Dr. McClanahan reveals how common health issues and habits affect a client’s insurability and ratings. Techniques are discussed on how to reduce the chance of poor ratings or denial of life, disability, or long term care insurance.
Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times.