Are you wanting to take some time away from work for a sabbatical? About to switch jobs? Wanting to ditch the grind in favor of a consulting gig? Planning to add to your family? Getting ready for a gap between your working years and Medicare? 

If you answered yes to any of those, it might be time to update your financial plan! It’s probably also the perfect time to take a closer look at a crucial part of your financial plan: your health insurance. When a life or health care change is in your future, it’s important to understand how your health insurance will — or should — change along with it. This is also true if your health status has changed or you just want to make sure you’re on the right insurance plan.

If health care is on your mind, you won’t want to miss our April webinar, How to Make the Most of Your Health Insurance Plan! Our guest presenter, Caribou Co-Founder Christine Simone, will share tips and tricks for better navigating your health plan. From how to take full advantage of your medical plan benefits to optimizing your care, minimizing your costs, and ensuring you’re getting the benefits you want and need, bring your most pressing health insurance planning questions along!

“It’ll be great content applicable to clients of all demographics (on Medicare, still actively employed, or in retirement pre-65),” Christine said. “A packed hour!”

How to Make the Most of Your Health Insurance Plan

Whether your health insurance is through your employer, the Marketplace, Medicare, or you have an individual plan, we encourage you to register for our April 19 webinar! Feel free to invite a friend — you don’t need to be a Financial Planning Fort Collins client to attend!

Time: 4 p.m. (mtn)
Date: Tuesday, April 19
Location: via Zoom

About Christine

Hear from Christine in her own words!

“I’ve been working on the innovation side of healthcare for some time now, and, basically, I realized that consumers have very little information around expected healthcare costs and planning for various life transitions and events. There is so much information asymmetry in healthcare, meaning that providers, payers, and other stakeholders in the healthcare system know a lot — but the general American knows very little. It’s really complicated for most people to understand! We are working toward making healthcare easier to understand and helping advisors deliver an exceptional service to their clients in this area because it’s so important to the financial plan,” Christine said.

About Our Webinar

Christine will answer some of the most common questions we hear from clients like you, including … 

1. How can I calculate my expected costs for the year?
2. How do I navigate my statement of benefits to find key information?
3. Where can I save money on insurance without sacrificing care, and what tax credits are available?
4. What options do I have during gap periods, like between jobs or during retirement but before Medicare?
5. What should I consider during my employer’s or the exchange’s open enrollment period?

Got questions? Christine will be hosting a Q&A after her presentation. She said, “I hope that FPFoCo clients will bring questions in order to get the most out of the presentation!” All attendees will be anonymous, and we’ll also keep your questions anonymous.

Sign up for your spot today, and mark your calendar for Tuesday, April 19. We’ll see you at the webinar! Even if you can’t make it, register anyway! We’ll send you a link to view the recording. And you can submit your questions for Christine in advance. Just email hello@fpfoco.com!