Course Description
Do you - and your clients - have at
your fingertips all the medical, financial, and personal information needed
should anything happen to you or your loved ones? If your client’s child was
involved in an accident, would they know whom to call to notify employers,
medical insurance companies, school authorities, or other family members of
this emergency? Does you know your spouse or partner’s detailed health history
and current list of medications to share with the medical staff? If your client
was hospitalized for an extended period of time, would your client’s partner
know how to pay the bills, to keep the household running, to make sure the
children get to school and outside activities? Dire scenarios, yes. But
unfortunately these situations happen all the time. Perhaps you and your family
have experienced such an event. If so, think back to that time. What could you
have done to lessen the stress and pressure of that emergency? What information
or documents did you need? Did you have quick access to these documents? Join
me in discussing a step-by-step system I have designed to help you – and help
your clients - develop, revise, and put into one place all the most important
documents of your lives.
Learning Objectives
Instructor: Laurie Teal
Total Time: 124 minutes
CEUs: 2.0
Conference Year: 2018
Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.