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DTSTART:20240502T170000Z
DTEND:20240502T183000Z
LOCATION:Doubletree at Campbell Centre
UID:2433020240502T170000ZFinancial Planning at the End of Life
DTSTAMP:20260509T044646Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT (NO EXCEPTIONS)\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nLUNCHEON PROGRAM\n \nTHURSDAY, MAY 2, 2024\n \nDOUBLETREE HILTON (CAMPBELL CENTRE)\n \n8250 North Central Expressway, Dallas\n \n(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)\n \nRESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY APRIL 24 (5:00 P.M.)  \n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nFinancial Planning At The End Of Life \n \nCarolyn McClanahan\n \n\n \n Sponsored by HighGround Advisors and Mercer Advisors\n \nFinances 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.\n \n\n\n\n \n\n\n\n \n\n\n\n \nThere 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.   \n \nPlease 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).  \n \nWE 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.\n \nIMPORTANT: PLEASE READ BELOW!\n \nSIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING!!\n \nTHE 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.\n \nPLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING\n
SUMMARY:Financial Planning at the End of Life - Dallas Estate Planning Council 
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