PFP2516. Compassionate Care and Critical Choices: Navigating Financial and Non-Financial Decisions for End-of-Life Planning

This session will provide a comprehensive view of the many aspects involved in end-of-life planning, from financial and estate considerations to emotional support. The material will assist advisors and CPAs guide families through this complex and sensitive process.

Learning Objectives:

• What are the financial and non-financial considerations in end-of-life planning?
• What is the difference in Palliative Care and Hospice and what questions should you ask?
• Develop Strategies for Communicating Financial and Non-Financial Options with Loved Ones and Families.
• Financial/Estate preparation in the month(s)/year(s) prior to and after a person has passed.