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Live Webcast Replay

Using the “F” Words - Final Wishes, Funerals and Finances


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Not yet rated
Category:
Partner Produced |  Industry
Faculty:
Michael J. Smela
Course Levels:
Overview
Duration:
1 Hour
License:
Access for 30 day(s) after program date.

Dates


Description

In many ways, these are words that we, or clients, shy away from the same as expletives. So why is it important for your clients to document and prepare for their (or their loved ones) final wishes? Why do they need to understand the costs, options and advantages? We take you through the most significant reason for pre-planning and so much more.

Basic Course Information

Learning Objectives
  • Examine the importance of pre-planning final wishes and funerals and the cost savings benefits in doing so for the bereaved.

Major Subjects
  • Final Wishes:
    • Why Pre-Plan your/loved one’s funeral?
    • Final wishes organizer: important part of will, trust and financial organization
    • MIR: Most Important Reason for wanting to pre-plan
  • Funerals:
    • Why is funeral ritual important?
    • The Acute Loss Period and its importance to helping our loved ones begin their life without us.
    • What makes up a funeral and who are the players involved.
    • Funeral options
  • Finances:
    • What are the costs? Services / Merchandise / Third Parties
    • Can/should funerals be pre-paid, and what are the advantages?
    • What are other funding/financial options to pay for funerals
    • Veteran (and spouse) Burial Benefits
    • Protecting Assets and Estates: Medicaid Spend Downs / Burial Space Exclusion
    • Financial impact when death occurs away from home: protection

Course Materials

Faculty

Michael J. Smela Related seminars and products


Michael-James “Mike” Smela has been a financial educator to individuals, families, business owners and financial professionals for more than 30 years. Born and raised in metro-Detroit, Mike and his family have a long history serving and educating our community. After the death of his beloved wife Paula in 2013, Mike re-focused much of his life and professional direction, teaming with the Desmond Family and A.J. Desmond & Sons Funeral Directors in 2018 in the capacity as Advanced Funeral Planner and Community Educator.


Dates

Thu, Apr 21, 2022 - 01:30pm to 02:30pm EDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All


Original Recording Date

05/05/2021


Yellow Book No
Course Developer

MICPA


Date Added to Catalog

05/05/2021


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


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