By Karen Demasters, May 3, 2023 How do you, as an advisor, keep healthcare costs from wrecking your clients’ financial plans? The short answer to that question is to be prepared and warn the client of any pending problems ahead of time, according to Katy Votava, founder and president of…
By Kate Ashford, CSA®, April 14, 2023 Specific drug coverage varies by plan, and you may not be able to switch to a plan that covers your drug immediately, or you may find that no plans cover it. “The problems are the more expensive brand name medications,” says Katy Votava,…
Jenna Bush Hager To Speak As Keynote At Invest In Women Conference Agenda May 1, 2 and 3 Dr. Katy’s Session on May 2 4:40 pm – 5:30 pm The Nexus Between Healthcare and Wealth Care for Women 1 Hour / CFP Board and I&WI CE Credits This class focuses…
