Lunch & Learn

Health Care Costs & Insurance

As you prepare to leave the workforce and embark on your retirement journey, understanding the intricacies of medical costs is crucial. Join us for this informative session, where we'll delve into various aspects to help you plan effectively. We're delighted to have a special guest, Grace Gosnell from Scoop Health, joining us to provide valuable insights.

Class Agenda:

  • Planning Considerations: Explore key considerations for estimating and managing medical costs as a retiree.
  • Impact on Your Taxes: Understand how generating income can affect your health care costs significantly and how to strategize in this arena.
  • The Importance of Having an Income Plan: Learn why having a well-structured retirement income plan is directly tied to ability to afford insurance and care.
  • Medical Cost Sharing: Learn about medical cost sharing, its benefits and drawbacks, and differences between different cost sharing communities.
  • Additional Factors to Consider: The most important things to know about Long Term Care planning and how to avoid making costly blunders.

November 8th, 12-1PM

MetroNational Training Center

960 Memorial City Way, Suite 300

Houston, TX 77024

Register HERE

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Troy Sharpe

Troy Sharpe CFP®, CTS®, CPWA®

Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). He completed his CPWA® coursework through the Yale School of Management. The CPWA® certification is administered by the Investments and Wealth Institute. He also holds a Series 65 Investment Advisors license and a Texas life insurance license. Troy earned his finance degree from Florida State University and completed Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University.

Troy leads teams of investment advisors, retirement planners, tax specialists, support, and concierge service staff. These diverse professionals work together to provide sophisticated, tailor-made investment management and retirement planning, coupled with responsive concierge customer service.

Grace Grosnell

Grace Gosnell, Scoop Health

Scoop Health Is on a mission to change the way individuals, families, and employers access and pay for healthcare.

We help individuals, families and businesses to secure more affordable health benefits without the limits and expense of traditional health insurance.

By layering medical innovations like virtual medicine, primary care memberships, and insurance alternatives like medical cost sharing we deliver better health benefits, for less cost, with better results.

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Untitled design (10)

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