What to Do When Cancer Changes Your Financial Plans

Recording | Slides

Whether you or a loved one has been diagnosed with cancer, a trusted advisor – a CPA financial planner – on your team of professionals can help you navigate financial matters.

In this webcast, experts Dr. Leonard Lichtenfeld and Martin Shenkman, CPA/PFS, MBA, AEP, JD will guide you through what you need to know, including: 
  • Managing the costs of cancer treatment and daily living expenses
  • Advance directives and other legal and estate planning documents 
  • Insurance considerations 
  • Support programs and services, like the American Cancer Society