Advance Care Planning: A Critical Component for Building Client Relationships

Advance Care Planning: A Critical Component for Building Client Relationships

Advance Care Planning: A Critical Component for Building Client Relationships - Paul Malley

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Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley
Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley

Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues.

An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes.

Currently, less than 30 percent of adults have an advance directive. This webinar will help advisors develop skills to begin and continue these difficult conversations, use advance care planning to build an outreach and education program, and provide a step-by-step guide on completing an advance directive.

In "Advance Care Planning: A Critical Component for Building Client Relationships" by Paul Malley, you will:

  1. Learn the value of advance care planning for your clients as a tool for increasing trust and referrals;
  2. Better understand how to start conversations with clients on advance care planning;
  3. Identify the barriers to conversations on end-of-life issues and provide the steps to open the lines of communication;
  4. Recognize how the general public views advance directives and explain the benefits of completing the Five Wishes—the nation’s premier advance care planning program;
  5. Apply the objectives on a daily basis when working with clients in order to assess their needs and wants.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Paul Malley, President of Aging with Dignity

Paul Malley, President of Aging with Dignity
Paul Malley, President of Aging with Dignity


Meet Paul Malley, President, Advance Care Planning Expert

Retirement planning experience

Paul Malley and the work of Aging with Dignity have been featured in national media including the CBS, NBC, and ABC evening news, CNN, MSNBC, NBC Today Show, Good Morning America, USA Today, The Wall Street Journal, The New York Times, Newsweek, Time, and Consumer Reports.

Aging with Dignity is the creator and distributor of America’s most popular advance directive, Five Wishes, an easy-to-use legal document – used by more 30 million people – that addresses important medical issues as well as personal, emotional and spiritual matters at the end of life. More than 14 million Americans have turned to Five Wishes as their preferred tool to make their wishes known and to discuss their preferences with their family and doctor before a health crisis. More than 15,000 partner groups (hospitals, hospices, places of worship, employers, community organizations) make up the growing network of organizations that distribute Five Wishes in communities across the country.

Retirement planning thought leadership and expertise

Paul Malley has also guided the efforts of several aging advocacy groups to improve state policy on advance care planning. He was appointed by Gov. Jeb Bush to the Florida delegation of the White House Conference on Aging, an event held once every decade to shape public policy on issues related to aging.

Malley has spoken about aging issues and advance care planning to organizations such as the US Departments of State and Justice, The Johns Hopkins University School of Medicine, The National Naval Medical Center at Bethesda, Florida Department of Education and Executive Office of the Governor, Delta Airlines, 3M, The National Foundation of Women Legislators, Employee Benefits Management Forum and the Alliance for Work/Life Progress.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

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