Caribou invites you to their event

Burney Wealth Management & Caribou | Planning Early Retirement: What About Healthcare?

About this event

Learn all about the important role healthcare planning plays in pre-65 retirees’ financial plans on April 3rd at 12:30 PM ET. You’ll discover background information, data, and case studies highlighting the implications of healthcare expenses for pre-65 retirees. By the end of the webinar, you'll have an understanding of:

  • The rising costs of healthcare and how it impacts retirement plans.
  • The health insurance options available to pre-65 retirees and their role in financial risk mitigation.
  • Important dates, timing, and how to complete a personalized HealthPlanning Analysis.

Clarice Fleming, Caribou Healthcare Planning Coordinator, will guide you through the presentation and answer any questions you have at the end of the presentation.

Caribou is a non-commissioned healthcare planning service that works exclusively with financial advisors and their clients to help plan for current and future healthcare costs, thereby creating a holistic and accurate financial plan. We do this through our healthcare planning software, HealthPlanner, and custom HealthPlanning Analyses.

Hosted by

  • Team member
    Clarice Fleming Health Planning Coordinator @ Caribou

    With over 10 years of industry experience, I work with clients of financial advisors to assist with Healthcare Planning and education.

  • Team member
    Caribou Wealth


Learn how we help financial advisors and their clients build stronger financial futures through healthcare planning.