Big changes in healthcare—will they change your financial life?

Experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations transforming the nation’s healthcare system. 

 

  • Hear how the pandemic, innovation and policy are reshaping healthcare
  • Learn about ways employees can factor healthcare costs into their retirement and legacy planning and why it’s essential to their long-term financial security
  • Take away actionable ideas employees could consider at any age in preparing for caregiving, long-term care and other future healthcare needs

 

 

This program, hosted by Lorna Sabbia, head of Retirement & Personal Wealth Solutions at Bank of America, features Dr. Laura Carstensen, founding director of the Stanford Center on Longevity and a leading expert on aging. Dr. Carstensen highlights emerging healthcare trends.  She also shares her thoughts on the critical lessons we’re learning from the pandemic and how we could emerge from it stronger than before.

 

Then Joe Curtin and Amanda Lasher-Ross join Lorna to address key questions from clients, including:

  • How can I plan for rising healthcare costs?
  • What do I need to know about Medicare and long-term care insurance?
  • Are there opportunities to invest in healthcare innovation?

 

Hosted by:

Andy Sieg headshot

Lorna Sabbia

Head of Retirement & Personal Wealth Solutions

Bank of America

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Special guest:

Laura Carstensen headshot

Laura Carstensen, Ph.D.

Professor of Psychology

Stanford University

Director, Stanford Center on Longevity

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Expert Panelists:

Joe Curtin headshot

Joe Curtin

Head of CIO Portfolio Management,

Chief Investment Office,

Merrill and Bank of America Private Bank

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Andy Sieg headshot

Amanda Lasher-Ross

Managing Director

Retirement & Personal Wealth Solutions

Bank of America

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Important Disclosures

 

Dr. Laura Carstensen is not affiliated with Bank of America Corporation.

 

Opinions are those of the speakers, as of the date of this event and are subject to change.

 

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

 

Long-term care insurance coverage contains benefits, exclusions, limitations, eligibility requirements and specific terms and conditions.  Not all insurance policies and types of coverage may be available in your state.  Traditional long-term care insurance is available only from a small number of insurance companies and is not currently offered through Merrill.

 

This material should be regarded as educational information on healthcare cost considerations and is not intended to provide specific healthcare advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

 

“Bank of America” is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp."). Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.

 

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

 

 

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