How to Implement an Effective Healthcare Planning Strategy
Tuesday, April 5, 2022
2:40 PM EDT | 11:40 AM PDT
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Healthcare is one of the biggest risks to clients' wealth. Supporting healthcare decision-making benefits the accuracy of the financial plan while delivering value through deepened client-advisor relationships, leading to retention and increased revenues. Come join Christine Simone of Caribou, Amanda Stahl (director of longevity planning at Raymond James) and Cynthia Hoes (associate vice president at the Nationwide Retirement Institute) to learn the key healthcare planning strategies that you can implement in your service offering today.
- Three must-have healthcare planning events to identify and when to start planning for them.
- Strategies that helps clients with tax planning, health plan selection, and provides insights on how to capture accurate drug costs.
- The value of an effective healthcare planning strategy with insights on current trends, how to charge clients and compliance issues.
Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.
Christine Simone is a co-founder at Caribou, a healthcare planning solution for financial advisors. She comes from a healthcare innovation background, having worked in leadership positions at medical device and digital health startup companies. In her spare time, she often writes on the topics of healthcare and women in tech.
Director of Longevity Planning
Amanda Stahl is the Director of Longevity Planning at Raymond James, connecting financial advisors with longevity planning resources to help clients and their families proactively plan for the caregiving and healthcare needs related to longer lifespans. Helping to navigate the longevity journey, Amanda focuses on helping older adults and their families balance lifespan, wealthspan and healthspan, factoring in the important planning considerations for each individual’s need. Amanda is currently pursuing an M.S. in Gerontology from the University of Florida, and has a Graduate Certificate in Aging and Geriatric Practice from the University of Florida College of Medicine and B.S. in Public Relations from Florida State University. In her free time, Amanda enjoys spending time by the water, playing tennis and volunteering with Big Brothers Big Sisters.
Associate Vice President of Business and Program Strategy
Nationwide Retirement Institute
Cynthia (Cindy) Hoes is the Associate Vice President of Business and Program Strategy for the Nationwide Retirement Institute. Cindy leads a team dedicated to insight-driven thought leadership and strategic industry partnerships. The team is accountable for strategic planning and program management efforts thatadvances the impact of thought leadership with intermediaries and consumers. Cindy and her team partner with internal and external thought leaders, advocates and experts to inform and govern her team’s strategic oversight and management of Nationwide Financial thought leadership programs.
Prior to joining Nationwide in 2015, Cindy was an Associate at Franklin Park, a boutique private equity advisory and investment management firm, where she led national institutional business development and client service efforts. Prior to Franklin Park, she held various roles at Lincoln Financial Group, spanning sales, marketing and business development across numerous business lines, products, and markets. Cindy also founded CDC Consulting Services and providedmarketing and communications consulting services to small-business owners for several years. With over 18 years of experience in the financial services industry, Cindy has a deep knowledge and passion for research and improving thefinancial and retirement readiness of America through consumer centric financial wellness and retirement planning solutions.
Cindy holds a Master of Business Administration from Saint Joseph’s University in Philadelphia and a Bachelor of Business Administration from Howard University in Washington, D.C. She also holds Series 6 and 26 licenses.
Cindy resides in Hilliard, Ohio, with her husband, Alan, and two daughters, Skye and Kylie.
Founder & CEO
Suzanne Siracuse Consulting
Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.
Ms. Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!
Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.
Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.
An industry thought leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech.
Ms. Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.
In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies.
In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry.
Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.
She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.