121 Intersecting life and money: Advanced care planning

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

コンテンツは BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

3y ago 31:46

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As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty.

Kim Fischer joins the podcast to discuss the importance of having a plan in place should a client not be able to make decisions about their health or care for themselves. She covers why the most powerful part of this planning happens at an emotional level when a client and their advocate come together with clarity about what is important to them.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

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