Back

What to do BEFORE Someone Dies: Helping Your Client Families Survive Loss as a Cohesive Unit

When
1 Jan 2024
Location
Purchase Until

Registration

CDMM – $50.00
Member – $65.00
Non Member – $85.00

Registration is closed

As with most things in life, communication is the major key to a family remaining close through tragedy. The families that are most successful are those who have taken the time and effort to create an estate plan and then have “The Family Conversations” prior to a death.

Legal, financial and practical planning for death.
Ways to impart the importance of having the family conversations.
How to engage the participants, and understand the emotions involved.
What topics to address.
Tools and resources that are available in the marketplace.
Other professionals who can be of assistance, both in the pre-planning stage and after a loss

This session eligible for 1 credit hour of Payroll, Finance, Bookkeeping and Bill Paying toward CDMM^® recertification.