For Financial Professionals
Protecting the Nest Egg
What Every Financial Professional Needs to Know About Healthcare Costs
Kia Gordon has spent 35 years across 17 healthcare roles — from EMT to billing supervisor to utilization review at United Healthcare. She's seen every side of the system, and she wrote the book on what families need to know but don't. This webinar brings that insider knowledge directly to financial professionals who need to protect their clients' portfolios from healthcare's biggest blind spots.
Request a SessionWhat You'll Learn
The healthcare education that financial training programs skip
- Why healthcare decisions destroy portfolios faster than any market downturn — and when to start the conversation
- The HSA optimization window that closes at 65 (and what it's worth if you start at 45)
- How observation status turns a 3-day hospital stay into a $40,000 surprise
- IRMAA surcharges: how your clients' retirement income pushes their Medicare premiums higher
- The Medicare Advantage vs. Original Medicare decision that creates irreversible traps
- Medicaid spend-down reality: how one incident can wipe out $2 million in 18 months
- The 5 questions every advisor should ask clients annually about their healthcare
About the Session
A 60-minute professional development session for CPAs, CFPs, wealth managers, and estate planners.
Your clients trust you with their money. But the biggest threat to their nest egg isn't the market — it's a healthcare system they don't understand and a Medicare maze they can't navigate alone.
In this session, healthcare veteran Kia Gordon walks through the four critical ages where financial professionals can make or break a client's retirement: 45, 55–60, 65, and 75+. You'll see real spend-down scenarios, real IRMAA tier traps, and real costs that no one explains until it's too late.
This isn't a product pitch. It's the healthcare education that financial training programs skip — taught by someone who spent 35 years inside the system.
Bring This Session to Your Team
Request a live presentation for your firm, study group, or professional association. Sessions are delivered live via Zoom with Q&A.