Money Matters at the End of Life

Most of us are well aware of the physical and emotional challenges associated with dying, but there are also endless financial implications. Our advisory service will help you understand, navigate and organize everything connected to end-of-life finances–whether you are faced with your own diagnosis or a loved one is nearing the end. Working directly with financial advisor, you’ll learn about topics like beneficiaries, trusts, death benefits and more. You’ll receive both a big picture overview of potential issues and requirements, as well as 1:1 support for the small tasks required to address and pre-empt them.

​​Dates, cost and registration details will be announced in Fall 2024. If you are interested in this specific program and would like to receive information as soon as details are available, let us know.