In this webinar, financial planner Rick Fingerman, CFP®, who specializes in creating financial wellness for widows, covered a broad spectrum of topics, 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 explored the nuances of estate planning, including wills, trusts, and the crucial conversations that need to happen with family members. Moreover, he dissected the legalities surrounding power of attorney and healthcare directives, ensuring clients' wishes are respected and enacted.
End of Life 02-01-2024
End of Life Financial Planning Guide
Presented by Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC