Last updated: May 17 2023

Advanced Serious Illness Planning: Learn a Better Way

Here’s a sobering thought:  when people get seriously ill, only 1 in 3 patients get the medical care that is right for them.  This, according to Dr. Daren Heyland who will explain more in two important sessions at the May 24 CE Summit.   Families are ill-prepared to make the life and death decisions they are called upon to make on the patient’s behalf and consequently, says Dr. Heyland,  they suffer significant anxiety and stress.  Things can get worse if the patient survives. If the person survives their serious illness but is left vulnerable and incapacitated, many families struggle to provide the best medical and personal care possible and end up quarreling about how to use the patient’s resources. The current ways of planning ahead for future illness are not working….but you can be part of the change.

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Dr. Heyland shares the importance of addressing advanced serious illness planning with clients, and why you should join us on May 24!  “Throughout my clinical career, I have been a witness to human suffering related to medical decision-making when people are seriously ill and someone else is making life and death decisions for them. Some of this suffering could have been prevented by better upstream planning. Consequently, I am trying to change the way planning professionals interact with the public and do incapacity planning. Hence, I am grateful to collaborate with the KB to disseminate best practices on incapacity planning.”

Dr. Daren Heyland MD, MSC, FRCPC is a critical care doctor at Kingston General Hospital and a Professor of Medicine and Epidemiology at Queen's University who has witnessed the heartbreak of uncertainty from representatives who can only hope they made the right decisions entrusted to them by their dearly loved ones at end of life.

It’s time to book your seats for the Virtual CE Summit: Retirement & Estate Planning! The journey starts online on May 24 at the virtual instructor-led event.

Agenda Overview:

  • Federal Budget and New Taxes on Your Assets
  • Retirement Planning: Protecting Equity Against Inflation, Stagflation & Recession
  • Estate Planning: How Higher Inflation Impacts Future Estate Values
  • Use of Trusts in Estate Planning
  • Wills, Powers of Attorney and Health Care Directives
  • Advanced Serious Illness Planning (ASIP):“The Why”
  • Introducing ASIP to your Clients: “The How”
  • Emotionally Charged Asset Transfers: The Family Cottage. Round Table with the Society of Real Wealth Managers™

Visit full agenda