2024 Session 4

Mila Carlson

PhD, RN, CNLCP, CMSP-F

Safeguarding Your Practice Against the Unexpected

Strategic Succession Planning for Life Care Planners
In the inherently unpredictable realm of Life Care Planning, the stability and continuity of your practice are often just one unforeseen incident away from jeopardy. This presentation addresses the critical need for strategic succession planning, tailored specifically for Life Care Planners. We explore the essential components that underpin the resilience of a life care planning business, particularly in the face of accidents or illnesses that could abruptly alter operational capabilities. Our session will guide attendees through the process of identifying and preparing for potential vulnerabilities, ensuring that their practice can withstand and adapt to unexpected challenges. We will discuss practical strategies for assembling a reliable team, developing a comprehensive business continuity plan, and maintaining uninterrupted service quality during transitions. This talk aims to empower Life Care Planners with proactive approaches and tools to protect their practice and legacy, guaranteeing that their invaluable services remain available and effective, even in the face of life’s uncertainties..

Objectives

  • Participants list and describe the fundamental components of succession planning specific to Life Care Planning practices.
  • Participants discuss actionable strategies and tools to develop a comprehensive business continuity plan. This will focus on assembling a reliable team, ensuring seamless client service during transitions, and maintaining the quality of care and service in both planned and emergent circumstances.
  • Participants explain concepts to protect and sustain their practice against unforeseen challenges and mitigation of risk through proactive planning.

Speaker Evaluation