Course Detail

Actions to Take When Your Client Becomes Terminally Ill

Description:

Rhode Island Society of CPAs

 

Hope Hospice and Palliative Care Rhode Island

Offers Estate Planners, CPAs and Financial professionals

To attend a round table discussion on

Actions to take when your client becomes terminally ill.

 

Panelist

Karen DelPonte , State Attorney

Cameron & Mittleman, LLP Providence, RI

Jason Marshall, State Attorney

Marshall Law Associates, Warwick, RI

Richard G. Carriere, CFP®, CAP®

Senior Vice President

Financial Planning Specialist

Financial Advisor

Morgan Stanley Providence, RI

Lori Carlino, CPA® 

Lori Carlino and Associates.

Brian Berger, LICSW, ACHP-SW

Vice President of Access and Community Engagement

HopeHealth

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