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

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

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  • Hear how the pandemic, innovation and policy shifts are reshaping healthcare
  • Learn about ways to factor healthcare costs into your retirement and legacy planning and why it’s essential to your long-term financial security
  • Take away actionable ideas you 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?


Our host:

Lorna Sabbia headshot

Lorna Sabbia
Head of Retirement &
Personal Wealth Solutions
Bank of America


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Special guest:

Laura Carstensen, Ph.D. headshot

Laura Carstensen, Ph.D.
Professor of Psychology
Stanford University Director,
Stanford Center on Longevity


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Experts panelists:

Joe curtin headshot

Joe Curtin
Head of CIO Portfolio
Management Merrill and
Bank of America Private Bank


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Amanda Lasher-Ross headshot

Amanda Lasher-Ross
Managing Director Retirement &
Personal Wealth Solutions
Bank of America


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