The September Financial Counseling Call with AFCPE and FPA will be held on Thursday, September 19th at 12 pm ET.
Guest speaker Melanie Hardie, MA, CFP®, AFC®, will be presenting, "Effectively Manging Healthcare Costs."
For many, a medical diagnosis can create financial concerns and stressors that make focusing on their treatment challenging. This session will equip advisors with tools and resources to help patients, their families and caregivers create a path toward financial stability during an uncertain time.
Key Topcis that will be covered include:
- Creating and examining budget and balance sheets
- Organizing finances, reducing expenses and managing debts
- Troubleshooting and anticipating financial challenges
- Contemplating credit decisions and new uses of assets
- Examining life, long-term care or disability insurance
Melanie Hardie, a Pro Bono committee member of FPA-MN, is a certified financial planner and an accredited financial counselor with a master’s degree in psychology. With 28 years of clinical experience and 22 years providing financial services, she’s helped many people work towards their financial goals on a daily basis. Melanie provides expertise on issues such as handling income changes, developing spending plans, retirement & investment planning, debt management, and dealing with complex financial issues and the related stress. Melanie understands the needs of those who face challenges in managing their money in today’s economy.