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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 adviser’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 advisers 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 “Advanced 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.

Your presenter is Paul Malley, President of Aging with Dignity.

Paul Malley, President of Aging with Dignity

Paul Malley is President of Aging with Dignity, a national non-profit organization based in Tallahassee, Florida, with a mission to help individuals and their families receive the care they want in case of a serious illness. 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.

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.

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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

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 certifications for CE credit.

Overall Rating: 4.7 / 5Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


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


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