A&I Wealth Management > Blog > End-of-Life Planning and You

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Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!).


Kim is an end-of-life doula. Similar to a doula for newborn babies, her goal is to make planning for a departure from earth more common, less painful, and more personal. Kim provides some astonishing statistics about what happens before you pass away.

Most people do not have as good an ending as they could. Consider these Compassion and Choices statistics:

  • 3 out of 4 patients with advanced cancer get treatments recognized as harmful
  • 3 out of 4 patients with a documented preference for comfort care get at least one aggressive intervention

Avoiding the conversation about your end-of-life plan may increase your odds of ending up as an unfavorable statistic. You may have heard a joke something like, “take me out to the woodshed” or another joke involving guns, alcohol, or something else of the sort. But at some point, we have to get real.

You can view My End-of-Life Decisions: An Advance Planning Guide and Toolkit here.

If you enjoyed this Lunch n Learn, register for the next one!

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.