Implementing Health Care in Wealth Care

A session at CFA Institute Wealth Management Conference 2016

Thursday 17th March, 2016

9:00am to 10:00am (CST)

  • Why health care conversations should be part of the financial planning process
  • How to have easy and informative discussions with clients about health issues
  • How to incorporate health care information into a financial plan

About the speaker

This person is speaking at this event.
Carolyn McClanahan

Founder of Life Planning Partners, Inc.

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Time 9:00am10:00am CST

Date Thu 17th March 2016

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