The Last Things We Talk About: End of Life Estate Planning Map
Guest Expert: Libby Boatwright, CFP,
Date:
Webinar Replay Description
A life-altering medical diagnosis creates an opportunity for us to come alongside our clients and offer opportunities to start the conversation with their families about end-of-life matters, “put t
Comments
A few comments from listeners:
Wonderful having Libby move this topic from academic theory to practical experience!
- Ralph W.
Great resources noted and good info that she shared. I know I should address some of these items for myself before I age.
- Lauren D.
I had never heard of a POLST before, but I'm glad Libby mentioned them today. I have two elderly clients who should consider the POLST form.
- Lindsey F.
Great pace for information sharing, not to fast or too much detail to get lost. Her differentiation between HIPAA authorization, Advance care directives, POLST was excellent.
- John R.
Really important items here to talk about with client. Very useful reminder.
- Robert T.
Good information. It's helpful to be reminded of all of the things we need to think about ourselves and to help our clients with.
- Michelle L.
Wonderful having Libby move this topic from academic theory to practical experience!
- Ralph W.
Great resources noted and good info that she shared. I know I should address some of these items for myself before I age.
- Lauren D.
I had never heard of a POLST before, but I'm glad Libby mentioned them today. I have two elderly clients who should consider the POLST form.
- Lindsey F.
Great pace for information sharing, not to fast or too much detail to get lost. Her differentiation between HIPAA authorization, Advance care directives, POLST was excellent.
- John R.
Really important items here to talk about with client. Very useful reminder.
- Robert T.
Good information. It's helpful to be reminded of all of the things we need to think about ourselves and to help our clients with.
- Michelle L.
10.25.2022 - Estate Planning
Attendees Comments:
Wonderful having Libby move this topic from academic theory to practical experience!
- Ralph W.
Great resources noted and good info that she shared. I know I should address some of these items for myself before I age.
- Lauren D.
I had never heard of a POLST before, but I'm glad Libby mentioned them today. I have two elderly clients who should consider the POLST form.
- Lindsey F.
Great pace for information sharing, not to fast or too much detail to get lost. Her differentiation between HIPAA authorization, Advance care directives, POLST was excellent.
- John R.
Really important items here to talk about with client. Very useful reminder.
- Robert T.
Good information. It's helpful to be reminded of all of the things we need to think about ourselves and to help our clients with.
- Michelle L.