End-of-Life Financial Planning: Considerations for the Members of the Congenital Heart Defect Community

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Laura Redfern, CFP® earned her Certified Financial Planner™ designation in 2011, after working for over 10 years in the financial services industry.  Having a background in investment management and retirement planning, Laura was attracted to comprehensive financial planning and the opportunity to serve clients in a more significant way. 

Laura has a passion for educating individuals on financial topics and speaking in “real world” terms to inspire individuals to become confident in making financial decisions.  An experienced speaker and trainer, Laura has presented financial seminars at the American Business Women’s Association, Temple College and McLennan Community College.   

Laura has almost 2 decades of experience working with teachers, baby boomers and women to align financial goals with life values.  Laura’s mission is to reduce clients’ stress, make money meaningful, and take the fear out of finance.

In today's episode, Laura and Anna talk about end-of-life financial planning. Laura helps us understand if people in certain circumstances need to have special financial planning considerations and she talks about certain groups of people in the CHD community and how their plans may be (or may not be) different than the general public. Enjoy this informative program that busts certain myths about finance and provides a lot of information that can help anyone and everyone!

A few notes from Laura:

The information contained herein should not be construed as personalized investment advice.

The Certified Financial Transitionist Designation is offered and recognized through the Financial Transitionist Institute.  More information about the requirements can be found here: https://www.finra.org/investors/professional-designations/ceftr 

Investment advisory services offered through, Shadowridge Asset Management, a registered investment adviser.

Here are some links we used in putting this episode together. While we found them helpful, we are not responsible for the content and recommend you seek counsel from your own professionals when actually planning your medical and financial future.

HSA (Health Savings Accounts)

Estate planning documents (select your state)

IRS Info on Medical Deductions

Medicare info, specifically on organ transplants

Medicare and Medicaid info and attorneys

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