End-of-life planning is a critical yet often overlooked aspect of financial advising. As professionals in the financial industry, you carry the responsibility to ensure your clients are well-prepared for every stage of life, including its conclusion. This essential webinar is crafted to arm financial professionals with the knowledge to navigate the complex interplay of financial, legal, and personal issues inherent in end-of-life planning.
Over the course of this webinar, financial planner Rick Fingerman, CFP®, who specializes in creating financial wellness for widows, will cover a broad spectrum of topics (more below), beginning with the creation of a thorough financial plan that secures a client’s legacy and addresses the potential costs associated with end-of-life care. Rick will explore the nuances of estate planning, including wills, trusts, and the crucial conversations that need to happen with family members. Moreover, he’ll dissect the legalities surrounding power of attorney and healthcare directives, ensuring clients' wishes are respected and enacted.
Rick will share some incredibly helpful checklists and lists of resources. You do not want to miss this if you work in this area.
Here is the agenda:
- Five Wishes (www.agingwithdignity.com)
- Housing Alternatives
- Meeting Financial Needs
- Government Programs
- Estate Planning Documents Needed
- Probate Process
- Checklist for Survivors
- Checklist for Personal Representative/ Executor
- Resources
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.