Health Transitions Guide: Part One
Dec 22, 2023
Guide Clients through Health Transitions
Whether you are working with a client to evaluate their living accommodations as they age or a client has received a sudden diagnosis, the Health Transitions Guide provides the tools to serve your clients well.
Health Transitions Guide
CPA financial planners are continually evolving to better serve their clients. As the U.S. population ages, an increasing number of those clients will experience a chronic or terminal illness that will impact their financial plans.If you haven’t already helped a client navigate the financial difficulties of living with chronic or terminal illness, odds are you will at some point.
This guide is premium content available only to PFP Section members.
Health Transitions Guide
CPA financial planners are continually evolving to better serve their clients. As the U.S. population ages, an increasing number of those clients will experience a chronic or terminal illness that will impact their financial plans.If you haven’t already helped a client navigate the financial difficulties of living with chronic or terminal illness, odds are you will at some point.
This guide is premium content available only to PFP Section members.
Excerpt: Health Transitions - Part one
Check out this excerpt from Health Transitions Guide: Part One that includes 2 items that will be helpful to you:
An asset review worksheet to help collect pertinent facts
A case study to help illustrate the process of sorting through options to arrive at the best alternative for each client
Excerpt: Health Transitions - Part one
Check out this excerpt from Health Transitions Guide: Part One that includes 2 items that will be helpful to you:
An asset review worksheet to help collect pertinent facts
A case study to help illustrate the process of sorting through options to arrive at the best alternative for each client
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