Presentation Scheduled for Monday, 2:30-3:30 pm
Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd
Beyond Mere Checked Boxes - Empowering clients to communicate meaningful healthcare directives
Discussing your client’s mortality can be uncomfortable. Yet such conversations are essential and can reveal powerful insights about your client’s values and beliefs. Asking brave questions that explore your client’s preferences for end-of-life care will strengthen your effectiveness and role as their trusted advisor.
Inspiring—maybe even cajoling—your clients to complete written healthcare directives can be tricky. It’s tempting to simply offer a basic form. Yet, to serve your client’s interests most effectively requires more than a few checked boxes on a boilerplate form.
You might be tempted to refer this important work to an estate attorney. Don’t be too quick; you’ll miss an incredible relationship-building opportunity. Guiding your clients to proactively plan for a “good death”—however they define it—is a valuable service that will distinguish you and your practice from other professionals. Grateful clients will stay with you and refer you.
Your clients and their families can experience greater peace of mind when they prepare for—and talk about—future healthcare preferences. You can be the catalyst. Learn how when you hear speaker, author and coach Anne Elizabeth Denny present at the FPA of Minnesota Symposium.