Join Dr. Carolyn McClanahan for the latest on how COVID has affected financial planning projections, emergency planning, insurance planning, estate planning, and the delivery of financial planning services. She will also provide an update on the status of our health care system and upcoming health coverage policies that will affect your clients. At the end of this webcast, you will understand what practices to put in place to best serve your clients going forward in this new normal.
BENEFITS
*Determine the interplay between the financial planning and medical worlds in today’s environment. *Identify how COVID has affected financial planning projections, insurance planning, estate planning, and the delivery of financial planning services. *Dist
HIGHLIGHTS
*Financial planning projections, emergency planning, insurance planning, and estate planning
*The status of the health care system and what that means for your clients
COURSE LEVEL
Intermediate