Upon completion of this module, you should be able to understand and be conversant in the various aspects of legal instruments that can be used for mental and physical incapacity and the role of public and private insurance programs in reducing, if not preventing, financial hardship due to incapacity.

About the Author

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at kristen.mackenzie@cffp.edu.

Complexity Level: Intermediate