Using The Conversation Project we'll discuss Advance Health Care Directives and participants will leave with the tools to ensure that they're able to write and post one as soon as they've discussed it with their family and loved ones.
My fictional novel about this subject is available on Amazon.com: Landslide Love.
Professionally I've founded, sold, closed and managed many small businesses. I've worked as a consultant internationally focusing on accounting systems, CRM/ERP systems, sales systems and transportation/logistics programs.
Many of my clients faced a multitude of problems with business succession planning so now I'm helping them with Financial Planning at Westpoint Financial specializing in Keyperson, Long Term Care (AARP Certified) and life insurance solutions.
One of my passions, and my graduate degree thesis from University of Chicago, is the Medicare financial challenges and the use of Advance Health Care Directives to address some of them.
I am not licensed in all jurisdictions. Neither Beth Kljajic nor MassMutual Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Additionally, I am a Registered Representative of and offer securities products & services through MMLIS, (Member FINRA/SIPC), A Licensed Insurance Agency.
1 topic · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Beth contacts you to discuss the details of the request.
The Conversation Project toolkit provides a great starting point to completing an Advance Health Care Directive. We will discuss, interactively, the reasons these instruments are needed, what the goals of them are and that they are dynamic instruments that can be changed as desired.
I add tools to help this whole conversation become more than just a heavy burden; fun games, books, raffles, TV shows and more liven it up and bring everyone out of their shells.
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