Proactive Planning: 7 Steps Methodology

$99.00

Presented by Jennifer Crowley, author of “7 Steps to Long-term Care Planning,” Jennifer teaches a simple 7-step process using the mnemonic U-D-E-C-I-D-E. The 7 steps help to simplify an otherwise complex process and are valuable when discussing personal values, needs and wishes with clients. You will learn about each step and be provided information to help you feel more comfortable with navigating through the various topics. This lesson will help you feel more confident, and discover special considerations to help you guide clients through informed decision-making. Learning these steps also helps to save time and improve focus on important conversations to help others design a roadmap for aging.

SKU: CRSE8315 Category:

Presented by Jennifer Crowley, author of “7 Steps to Long-term Care Planning,” Jennifer teaches a simple 7-step process using the mnemonic U-D-E-C-I-D-E. The 7 steps help to simplify an otherwise complex process and are valuable when discussing personal values, needs and wishes with clients. You will learn about each step and be provided information to help you feel more comfortable with navigating through the various topics. This lesson will help you feel more confident, and discover special considerations to help you guide clients through informed decision-making. Learning these steps also helps to save time and improve focus on important conversations to help others design a roadmap for aging.