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Live Webcast Replay

Using the “F” Words - Final Wishes, Funerals and Finances

Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Partner Produced |  Industry
Michael J. Smela
Course Levels:
1 Hour



In many ways, these are words that we, or clients, shy away from the same as expletives. So why is it important for your clients to document and prepare for their (or their loved ones) final wishes? Why do they need to understand the costs, options and advantages? We take you through the most significant reason for pre-planning and so much more.

Basic Course Information

Learning Objectives
  • Examine the importance of pre-planning final wishes and funerals and the cost savings benefits in doing so for the bereaved.

Major Subjects
  • Final Wishes:
    • Why Pre-Plan your/loved one’s funeral?
    • Final wishes organizer: important part of will, trust and financial organization
    • MIR: Most Important Reason for wanting to pre-plan
  • Funerals:
    • Why is funeral ritual important?
    • The Acute Loss Period and its importance to helping our loved ones begin their life without us.
    • What makes up a funeral and who are the players involved.
    • Funeral options
  • Finances:
    • What are the costs? Services / Merchandise / Third Parties
    • Can/should funerals be pre-paid, and what are the advantages?
    • What are other funding/financial options to pay for funerals
    • Veteran (and spouse) Burial Benefits
    • Protecting Assets and Estates: Medicaid Spend Downs / Burial Space Exclusion
    • Financial impact when death occurs away from home: protection

Course Materials


Michael J. Smela Related seminars and products

Michael-James “Mike” Smela has been a financial educator to individuals, families, business owners and financial professionals for more than 30 years. Born and raised in metro-Detroit, Mike and his family have a long history serving and educating our community. After the death of his beloved wife Paula in 2013, Mike re-focused much of his life and professional direction, teaming with the Desmond Family and A.J. Desmond & Sons Funeral Directors in 2018 in the capacity as Advanced Funeral Planner and Community Educator.

Additional Info

Basic Course Information



Advanced Preparation


Designed For


Original Recording Date


Yellow Book No
Course Developer


Date Added to Catalog


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199).

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.7

Total Reviews: 64


Sue V

"It was very informative!"

Julie F

"Excellent presentation - very timely. Thank you for sharing your story, being so open and thoughtful. "

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