Thursday, March 20, 2025 (11:00 AM - 12:00 PM)
(CDT)
Description
Date: Thursday, March 20, 2025 Topic: Life or Death Planning: Guiding Clients Through the Opioid Crisis Speaker:Cheryl Canzanella, CLU, ChSNC, CAP, LUTCF, Retirement Solutions Partner | Movement Mortgage CE: No CE credits Learning Objectives:
Understand the opioid epidemic and its impact on the financial industry.
Recognize financial red flags and warning signs.
Communicate effectively with clients facing addiction-related challenges.
Implement proactive financial strategies to safeguard clients’ finances and protect your business.