Do you have a robust plan for taking care of your clients and their medical records if something were to happen to you? It’s something that no one relishes thinking about, but it is an ethical and legal obligation. If something were to happen to you, who would step in? How would your clients be taken care of? Have you done everything you can to smooth that process for people you care about? This 3 hour workshop will not only help you understand what you need to do – it will help you do it. Participants will leave this workshop with a rough draft of their professional will, and a clear list of any remaining tasks. It’s virtual, so we can’t actually hold your hand, but this workshop comes pretty close.
