February 4, 2023


Webinar


1 Total CPE Credits

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Using the “F” Words - Final Wishes, Funerals and Finances

  • Instructor

    Michael Smela

Learning Objectives

  • Examine the importance of pre-planning final wishes and funerals and the cost savings benefits in doing so for the bereaved.

Major Topics

  • Final Wishes:
    • Why Pre-Plan your/loved one’s funeral?
    • Final wishes organizer: important part of will, trust and financial organization
    • MIR: Most Important Reason for wanting to pre-plan
  • Funerals:
    • Why is funeral ritual important?
    • The Acute Loss Period and its importance to helping our loved ones begin their life without us.
    • What makes up a funeral and who are the players involved.
    • Funeral options
  • Finances:
    • What are the costs? Services / Merchandise / Third Parties
    • Can/should funerals be pre-paid, and what are the advantages?
    • What are other funding/financial options to pay for funerals
    • Veteran (and spouse) Burial Benefits
    • Protecting Assets and Estates: Medicaid Spend Downs / Burial Space Exclusion
    • Financial impact when death occurs away from home: protection

CPE Credits Available

1
Total CPE
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Prerequisites

None

Advanced Preparation

None

Intended Audience

All

Provider

ACPEN

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