End Of Life Financial Planning Guide (February 1, 2024)

Pair this webinar with What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness? checklist.

Presented by Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC

Thursday, February 1, 2024 at 1:00 PM ET

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

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