Client Education - Planning for Health Care in Retirement

Client Education
Planning For Health Care in Retirement
May 22, 2013

As part of our ongoing mission to help our clients make educated financial decisions, we are now releasing our latest client education presentation. This issue focuses on a topic that many of our clients brought to us as a concern, which is planning for health care expenses in retirement.

Click here to download presentation: "Planning for Health Care in Retirement"

You can also view our earlier client education presentations here:

With the uncertainty about rising health care costs and uncertainty over what may happen with health care benefits and insurance, planning for health care expenses should be a key component to any broad financial plan. I hope that you will find this presentation informative and that it will give you some issues to discuss with your financial advisor. You can also email me directly at

Tim Phillips, CEO—Phillips & Company