End of Life Presentation Kit

Please Note: By using the resources provided here, you agree to:

  • All terms outlined in the user guide.

  • Communicate with NCACPA regarding the demographics of your presentation, including the organization, number of attendees, and subject matter. Help us track the success of this program by sending this information to Lorrie Leonhardt at lleonhardt@ncacpa.org.

Additional resources are often available. For more information or if you have any questions, please contact Lorrie Leonhardt at lleonhardt@ncacpa.org.

Presentation Outline

A.
Survivor Benefits

B.
Estate Planning

C.
Wills

D.
Power of Attorney

Additional information:
What is Financial Literacy?
How to Get Started
FAQs
Financial Literacy Presentation Kits


Free Financial Literacy CPE Course
Financial Literacy Volunteer Form
Additional AICPA Resources
Upcoming Events

For more information, contact lleonhardt@ncacpa.org.


Financial Literacy Philanthropic
NC CPA Foundation Inc. Speakers' Bureau

 

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