24-hour Readiness to Transition Management of Care & Financials

This presentation introduces a new module on 24-hour readiness and advanced care planning. The presenter emphasized the importance of preparing for sudden life transitions, such as accidents, by having a comprehensive plan, including powers of attorney, advanced care plans, and well-documented organizers. The presenter shared a scenario involving a car accident where parents face critical medical and financial decisions. The presenter highlighted the need for clear communication and activation of powers of attorney to ensure seamless support. The presenter framework, PACT (Plan, Activate, Communicate, and Transition), aims to equip individuals and their families to handle life transitions effectively.

Presentation Preview:

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How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Developmentcredit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Marc Séguin

Marc is the author of Advocacy in Aging, a book about estate and healthcare planning for the living years. After a successful career commercializing innovations, Marc turned his attention to the challenges of financial and personal care management for life transitions. He has helped many families including his own, plan for and deal with the inevitable changes in life that aging and unexpected events bring. These experiences have enabled him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care. Marc, a father and grandfather, lives in Ottawa with his wife of 37+ years. He loves the outdoors and is an avid skier.