DESIGNED FOR
CPAs, Financial Planners, and others who want to better understand the aging population
BENEFITS
- Provide benefits for having an organized system for when your clients are of the aging population
- Understand why End of Life discussions are essential
- Know how to approach your clients, and yourself, with these difficult conversations that may arise
HIGHLIGHTS
- Taking an inventory of finances
- Settling affairs at the end of life
- How to work with the client during this time
COURSE LEVEL
Overview
PREREQUISITES
None
ADVANCE PREPARATION
None