Talking Terminal – Bringing Comfort to Family Discussions at the End of Life
Ashley Agnew, CFT™, EOLD. Senior Wealth Advisor, Director of Financial Wellness of Centerpoint Advisors, presents:
Talking Terminal - Bringing Comfort to Family Discussions at the End of Life
Financial stress does not end for dying persons or their families as they approach the end of life (“EOL”). In fact, financial and legal professionals have a special part to play in this crucial chapter of the lifecycle.
This presentation will introduce the blended modalities combining financial therapy, wealth advisory, and end of life doula work that will assist services professionals in empowering their clients during this delicate time.
Lunch and networking will open at 12:00pm. Programming starts at 12:30pm.
Ashley Agnew, a Certified Financial Therapist™ and End of Life Doula, will share actionable takeaways for working with individuals dealing with a terminal illness whether personally or within those they love. Conversation will cover:
- Financial Stressors – how habitat theory and dignity therapy can have a place in your workplace to reduce stress in planning conversations.
- Delivering Through Changes and Grief – helping families execute the important transactional, administrative tasks when logic may be overcome by emotion.
- Dignity Therapy and Legacy Projects – providing empowerment and compassion without sacrificing quality of service.
- Care Professionals at the End of Life – understanding the many professionals of the care team, the roles they play, and costs to the family.
About the presenter:
Ashley works closely with HNW clients across generations in her position as Senior Wealth Advisor and Director of Financial Wellness at Centerpoint Advisors. With a specialty in financial therapy, she brings light to the emotional side of behavioral finance to help her client families become more engaged with their wealth outcomes. Ashley received her B.S. from the University of Massachusetts, her M.B.A. in global finance from Bryant University, graduate certificate in Financial Therapy from Kansas State University, and most recently received her End-of-Life Doula certification through the University of Vermont which she uses to compassionately hear her clients dealing with terminality and in her work as a hospice volunteer. Ashley is an active board member and past president of the Financial Therapy Association and has been featured in numerous media outlets including the Wall Street Journal, Barrons, The New York Times, and CNN among others for her expertise in the growing field.
