Why do clients with significant wealth have difficulty planning their financial affairs and executing decisions that will alleviate messes for their loved ones? Particularly, after they have gone. And what does this mean for you as the professional advisor, whatever your expertise?
While many industry professionals alike (advisors, lawyers, accountants, portfolio managers, etc.) fall back on the quantitative aspects of planning to help guide their clients, it is rather the qualitative aspects that form the foundation of a truly effective Financial, Wealth, and Legacy plan. It is the values, goals, aspirations, dreams, challenges, and yes, emotions of a client that need to drive where a plan is going, and WHY.
Join Sandy Pollack, Founder and Lead Advisor of Trimaran Advisory Group, and author of “Don’t Leave a Mess! How to Disaster-Proof Your Family Legacy”, as she unravels the underlying issues of effective estate planning and the importance of letting your clients unpack, all while handling these difficult conversations with discernment, humility, empathy, and compassion.
Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P - Trimaran Advisory Group
Link to book: https://www.amazon.ca/Dont-Leave-Mess-Disaster-Proof-Family/dp/1544536666
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Registration $35 - Recording available
No charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
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