Financial Planning at the End of Life
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REGISTRATION IS CLOSED FOR THIS EVENT (NO EXCEPTIONS)
WALK-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK AT THE DOOR
LUNCHEON PROGRAM
THURSDAY, MAY 2, 2024
DOUBLETREE HILTON (CAMPBELL CENTRE)
8250 North Central Expressway, Dallas
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY APRIL 24 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE
Financial Planning At The End Of Life
Carolyn McClanahan
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Sponsored by HighGround Advisors and Mercer Advisors
Finances at the end of life present a major concern for both patients and their families. Financial planners are in a unique position to help clients through these difficult times. Dr. McClanahan will review how to comfortably approach end of life situations and work with patients on specific end of life financial concerns. She will cover tax planning, income planning, and beneficiary issues that need to be addressed through each stage of advanced illness. You will come away with a new comfort and appreciation on ways to help families through the end-of-life process. Dr. Carolyn McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council and writes for various publications. She is quoted regularly in the Washington Post, New York Times, CNBC, and NPR.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Regions Bank, Happy Trust Company, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management, Commerce Bank, EisnerAmper and JP Morgan. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Heritage Auctions, EisnerAmper, Argent Trust, Glast Phillips Murray, Forvis, Stout, Carr Riggs & Ingram, C3 Financial Partners, View Capital Advisors, Neuhoff Hunt, Phillips, Abmeyer Wealth Management, Huselton, Morgan & Maultsby, Prosperity Bank, Paratus Financial and Bisignano Harrison.
IMPORTANT: PLEASE READ BELOW!
SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING!!
THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 5/7/24. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.
PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING
