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Description

Navigating personal finance is often overwhelming. Adding a cancer diagnosis only magnifies that reality.

According to Family Reach, a national nonprofit organization devoted to alleviating the financial burden of cancer for individuals and families, 72% of the families they serve report losing more than 50% of their income since a diagnosis. Unfortunately, during such difficult times, financial resources can often be overlooked.

Please join us for an educational session. Jay Neary, CFP®, financial consultant; Megann Hendrix, estate planning and elder law attorney; and the social work team at the Froedtert & MCW Cancer Network will share their expertise as it relates to the potential financial impact of a cancer diagnosis. This diverse panel of professionals, passionate about helping individuals and families impacted by cancer, highlights the importance of a collaborative approach to navigating the financial burden of cancer. 

Topics that will be discussed at this educational session include: 

  • Legal
    • Estate planning
    • Protection of assets while qualifying for Medicaid
    • Legal matters
  • Financial planning
    • Optimal ways to access retirement funds
    • Balancing current vs. future planning needs
    • Debt repayment and loan forgiveness
    • Cash flow and budgeting
    • Disability and life insurance

Register via the online registration link below. For more information, please call Froedtert & MCW Small Stones Wellness Center at 414-805-0998.

Presented By
Jay Neary, certified financial advisor, Wealth Enhancement Group; Megann Hendrix, elder law attorney, MacGillis Wiemer, LLC; Froedtert & MCW Cancer Network social work team
Fee
Free
Registration Phone
Registration