Learning Center

Women & Finance Knowledge Circle: Financial Planning in the Age of COVID

Product not yet rated

Includes a Live Event on 03/11/2021 at 12:00 PM (MST)

The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services. She will help advisors determine what practices to put in place to best serve their clients going forward in this new normal.

Carolyn McClanahan, MD, CFP®

Founder, Life Partners, Inc.

Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, Dr. McClanahan speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She writes for Forbes and Financial Planning Magazine and is quoted regularly in the Washington Post, New York Times, CNBC, and NPR.

Key:

Complete
Failed
Available
Locked
Women & Finance Knowledge Circle: Financial Planning in the Age of COVID
03/11/2021 at 12:00 PM (MST)   |  60 minutes
03/11/2021 at 12:00 PM (MST)   |  60 minutes The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services. She will help advisors determine what practices to put in place to best serve their clients going forward in this new normal.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available