Weds, Dec 4 @ 6:30 - 7:30 pm CT

via Zoom

A cancer diagnosis can quickly disrupt future financial plans and lead to significant financial burden. The financial burden of cancer is so well recognized, even in the medical community, that its negative effects have been referred to as “financial toxicity.” Knowing where to start with personal finances can be daunting, knowing where to start with personal finances with a cancer diagnosis paralyzing. A cancer diagnosis can require nontraditional financial planning and knowledge of unique strategies to reduce the financial burden of a diagnosis.

Join Certified Financial Planner ™, Jay Neary, as he explores some of these more common nontraditional strategies that he has come across in his work with individuals with cancer. Topics to be explored include accessing retirement funds early and tax efficiently, investment withdrawal planning, reviewing employer (group) benefits, and utilizing life insurance as a resource.

Family Attorney Megann Hendrix, from Sage Legal Group, will talk about legal strategies of wills, living wills and more. 

Chris McArdel, from MKE Benefits will talk about options when your employer sponsored insurance ends. 

There will also be time for discussion and questions.