Rick Fingerman, CFP, joins special guest Elizabeth O’Neil, Esq., an estate planning and probate attorney. O’Neil shares actionable steps to take now to help loved ones more easily settle an estate.
Rick Fingerman CFP®, CDFA®, CCPS™ touches on ways to reduce financial stress during treatment.
Rick Fingerman CFP®, CDFA®, CCPS™ touches on common patient questions around Legacy Planning
Rick Fingerman CFP®, CDFA®, CCPS™ and Liz O'Neil, Esq discuss what steps to take to plan for end of life
Rick Fingerman CFP®, CDFA®, a certified financial planner and liaison to Dana-Farber’s pro bono financial coaching program, provides ways to help reduce financial stress.
An educational webinar on Personal Long Term Care planning given by LTC Planning Specialist, Leni Webber. Learn about the actual costs for long term care services, what long term care choices are available to you, and how to design your long term care plan.