End-of-Life Planning

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Helping Your Clients with Their “Exit Strategy”

Sometimes, even the experts need assistance… end-of-life planning continues to evolve and expand as the Baby Boom generation ages and its members realize that it’s time to put their financial and estate plans in place.

The Center for Education & Advance Care Planning is here to help you help your clients by offering tools, resources and current information on a variety of end-of-life planning topics. We also offer a number of continuing education resources to increase your knowledge and skills in the field as well as generate ideas that will benefit your clients – and your business.

In addition, we offer a number of activities designed to help area experts increase their network of other professionals in the end-of-life arena.