Planning for Retirement Part 2: Health and Wealth Preservation in Retirement

As life expectancy continues to increase coupled with the rising cost of healthcare in the US, managing healthcare costs are a growing concern to not only our government but to our senior citizens as well. Secondly, when planning for retirement, we should also consider how to transfer our assets to those we love. In this workshop, part 2 of a 2-part series, you will learn about different ways to adequately prepare for health care costs in retirement and how to properly transfer your assets to designated beneficiaries.


Training Objectives:

-How to develop a plan for long-term care

-What does Medicare actually cover

-How to create an estate plan


Instructor: Chantay Moore (Heartland Institute CFE)

Date:  December 18, 2018

Time: 2:00 pm – 3:00 pm EST


Register for this webinar here!

  • Instructor:

    Chantay Moore

    , Heartland Institute of Financial Education: Certified Financial Educator
  • Chantay Moore is an enrolled member of the Navajo Nation and mixed with Black. She has been in the financial and insurance industry for the past 12 years and runs her own financial planning practice that incorporates her mission to eradicate financial illiteracy in Indian Country. In the last year, she partnered with the Heartland Institute of Financial Education and became a Certified Financial Educator® . As one of their Instructors, Chantay teaches financial wellness workshops because she believes in their mission of promoting financial literacy and it’s exciting for her to help families achieve financial independence. Chantay earned her Bachelors degree in Accounting from Roosevelt University in Chicago, Illinois where she currently resides with her three young children.

  • Category:


  • Offered: Online
  • Start: December 18, 2018 -
  • End: December 18, 2018 -