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WEBCAST: Factoring Grief into Financial Planning

Thursday, July 18, 2019
1 p.m. ET
Free Registration
CE Credit Available

Are you aware of the one thing not to say to a grieving client and why it’s important not to say it? The answer surprises most people.

On July 18, 2019, Steve Parrish, retirement center co-director and Amy Florian, CEO of Corgenius, will come together to discuss grief support and how it applies to retirement planning. This session addresses working with clients during challenging periods that involve health decline, grief, and other life altering events. It deals with issues such as protecting clients and your firm for aging and dementia, preparing for connecting with the next generation, and avoiding elder abuse.

Learning Objectives:
  • Understand why dealing with issues such as cognitive decline, aging, and grief are so important for advisors
  • Learn what to say in challenging situations like funerals and other distressing circumstances
  • Discover practical ways to translate these “soft” skills into useful advisory tools

In the latest of the retirement planning series, “Factoring Grief into Financial Planning” details what to say to grieving clients and demonstrates how grief support principles translate into communicating with clients entering retirement. After this webcast, you will be able to integrate this process into overall retirement planning.

Join us on July 18, 2019 to learn how you can help advise your clients through the toughest times in life.

  • CFP® CE credit - 1 hour
  • American College Professional Recertification Program CE credit - 1 hour

To receive CE credit for attending this webcast, you must be logged in on-time and be actively participating for the full duration of the webcast.

CFP® professionals must have their CFP® ID number ready during the webcast to meet participation requirements.

Register for the Webcast

Presented By:

Steve Parrish

Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®

Co-director of The American College New York Life Center for Retirement Income

Amy Florian

Amy Florian

CEO of Corgenius