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This presentation debunks myths about discussing death and dying with clients, presents research and data regarding aging in the U.S., medical advances, misconceptions about CPR, and how advisors can find tools and techniques for helping clients with end-of-life planning. Attendees will discover how to use conversational bridges and quotes to open discussions with clients, and the moral imperative to meet client needs in this very important area of financial and advanced planning.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Acquire the skills and confidence to professionally introduce and discuss death and dying topics and related planning issues with clients.
- Become a knowledgeable source on the cost and effects of longevity on financial planning.
- Develop tools and techniques for use in a holistic financial planning practice that include planning for longevity and end-of-life planning.
Presenter
David F. Pierce DMin, MSFS, MSM, MA, AEP®, CLF®, ChFC®, CLU®, Certified Financial Fiduciary®
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Knowing the Whole Truth and Planning for It
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