Featured Speaker - Health Care / Long Term Care Mashup

As a physician and financial planner, Dr. Carolyn McClanahan is paying attention to the intersections of health and personal finance and in this session, she brings you the latest questions posed to her by advisors and issues she sees on the horizon. Carolyn will provide a fun and interactive session with quick hits and actions on helping clients prepare for aging in place, minimizing account access difficulties after a client’s death, dealing with out of network billing issues, and how to discuss the latest health care legislation with your clients. She promises a good time will be had by all.