Understanding Finances and Money Management for People Impacted by Cancer

Are you looking for help navigating medical insurance and estate planning?

Cancer Support Community is proud to offer educational workshops to help cancer patients and family members manage finances and medical insurance as well as free consulting sessions with financial planners and attorneys. Thank you to the Financial Planning Association East Bay Chapter and the professionals listed below for their generous support in making this program possible.

Upcoming virtual programs:

Understanding Your Medical Insurance

Navigating medical insurance can be a daunting experience for patients and their caregivers, especially when dealing with something as serious as a cancer diagnosis and treatment. This presentation will cover the basics of medical insurance, the terminology used, what questions should be asked of your medical providers before treatments, and how to keep yourself organized while navigating the medical system.

August 6, 4-5 PM | December 3, 4-5 PM


Estate Planning When It’s Only You

A broad overview of estate and financial planning for those in single-person households.

June 4, 4-5 PM | October 1, 4-5 PM

Are you interested in a free consultation with a Financial Planning Association representative? Please contact Libby Eppinga, Director of Donor Support, at leppinga@cancersupport.net or 925.953.1216.

Thank you to the Financial Planning Association East Bay Chapter and the professionals listed below for their support in making this program possible

Eric Flett

Director of Programs

Concentric Wealth Management

Mary Ballin, CFP, CDFA

Director of Pro Bono

Perigon Wealth Management

Chad Perbeck, CIMA, CFP

Consultant

The Foundation for Financial Planning (FFP) helps people take control of their financial lives by connecting the financial planning community with people in need. This is achieved through the support of pro bono financial planning for needing populations.

Are you interested in including Cancer Support Community in your estate plan? You can combine your desire to give to charity with overall financial, tax, and estate planning goals. You also become a member of Shannon McGowan’s Legacy Society. Learn more about planned giving at Cancer Support Community.

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