QUAD CITY ESTATE PLANNING COUNCIL

Please Join us for a presentation on the importance of

funeral preplanning with Todd Ashby

The W’s & Dollars of Funeral Pre-Arrangements

Who, What, Where, When, Why—and How Much?

Funeral pre-arrangements can be an often-overlooked component of comprehensive financial planning. This informative session will explore the Who, What, Where, When and Why of funeral preplanning, along with the dollars and cents financial professionals should understand when discussing these decisions with their clients.

We’ll examine funeral costs, funding and payment options, the potential advantages of locking in today’s prices, and considerations surrounding Medicaid spend-down planning. We’ll also discuss how pre-arrangements can complement estate and end-of-life planning while helping clients reduce the financial and decision-making burden placed on their families.

Gain practical knowledge that can help you recognize when funeral preplanning should become part of the broader financial planning conversation with your clients.

Breakfast will be provided

Please RSVP by  September 15th

Guests are welcome