Managing Your Financial Health after Transplant

Learn strategies to pay off medical debt after transplant, the role of budgeting to manage future financial health, and estate planning basics

Presenter: Kimberly Curtis CFP, CLU, ChFC, CAP, AEP, MSFS, Wealth Legacy Institute

In this video, Ms Curtis will discuss:

  • Strategies to make ends meet
  • Cost-cutting
  • Borrowing money
  • Earn additional income
  • Debt, especially from medical expenses; setting up a payment plan
  • Creating a spending plan/budgeting
  • Financial Security, health savings, refinancing
  • Estate Planning
  • Next Steps

This video is a recording of the workshop conducted at the 2018 Celebrating a Second Chance at Life Survivorship Symposium. It is a 40-minute presentation followed by a 10-minute question and answer session.

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