Prepare To Meet Thy Boom - Part One

Financial professionals hear endless sessions on annuity products, safe withdrawal rates, and fiduciary responsibility. But are you prepared for the first meeting with a client whose spouse just died? This unique workshop is packed with practical skills, so you can help grieving clients make wise financial decisions and offer genuine comfort without intruding into personal lives. 

Learn one thing you must never say to a grieving person. Understand why it’s a bad idea to hand a tissue to an emotional client, and what you should do instead. Discover how a person’s thinking and decision-making processes change when they grieve, and how you can interact in helpful ways. Find out how to handle a client’s money fears, and how to talk with a grieving person about a future they feel has vanished.  Get these answers and much more, so you can meet client needs and build meaningful trust and loyalty.

Help! What Do I Say? - Part Two

Many professionals dread attending funerals or services for a client’s family member, and find themselves stammering over “I’m so sorry” or “You have my sympathy”. This workshop vaporizes that dread by teaching you what your clients wish you would say and do. Learn the six commonly-used phrases should you avoid, and what to say instead. Find out what to write in a condolence card, what kind of card is most comforting, and when to send it. When you have an appointment several months after the death, do you still mention the name or is that opening old wounds? What is the best way to follow up in the year after a death? Come hear from a pro so you can confidently talk with and support clients following a death or loss.

The Wise Guide: As Your Client Ages - Part Three

You know how to invest money. Do you also know how to recognize the signs of dementia in clients, and what to do about it? Can you fully explain the eight legal, medical, and legacy documents they need to complete to help ensure their wishes will be honored when they need medical treatment? Come learn the losses and changes that occur over time as your client ages, so you can be a trusted and knowledgeable resource helping them live the way they choose until they take their last breath.

When a Client’s Shadows Grow Long - Part Four

Seventy percent of people in the United States die of a chronic or terminal illness, yet most people are terribly uncomfortable around a dying person. Are you one of them? When your client receives a terminal diagnosis, do you know what to say in the office or how to facilitate the financial decisions that need to be made? Learn to help clients live fully in the time remaining to them, and then to have the four things people need in order to die in peace. Be equipped to bring family members into the process in ways that prevent later problems and promote multigenerational loyalty. Become a trusted advisor through all phases of life while solidifying lasting professional relationships.

Advanced Topics in Grief Support - Part Five

You understand the basics of grief, and have learned to do a good job supporting clients through it. Yet you could still be alienating clients because of what you don’t understand. For instance: What are the six types of loss people experience, and the five ways loss can hit? How do you know whether you should refer a grieving client for professional help? How do you recognize the guilt of the “if-only” syndrome and help a client resolve it? What about those difficult situations like suicide, murder or violent death, and complicated cases? Learn all this and more, so you can be a valued resource and effectively guide your clients in the toughest times of their lives.

Heal Back to Life After Loss

Everyone experiences loss, whether from death, divorce, or other major transition. In the midst of it, hope can seem lost and you may even feel like you will never be happy again. Would you like to help yourself or help those you love?

Learn from a professional in the field who has been there herself and has continued to coach grieving people for over 20 years. Learn about grief itself - what it feels like and what is normal. Then learn practical strategies - what to say, what to do, and how to help yourself or your loved ones become whole again. Heal back to life, so you can live it vibrantly.

Your Life. Your Choice

Do you want to have as much control over your life as possible right up to the end? Do you want to pass on your wisdom, life lessons, and legacy to those you love? You are not alone. Learn what you need to know about completing eight documents that can help make that happen. Understand the options, limitations, usefulness, and relevant issues.

Get the facts in sensible, easy-to-understand language so you can prepare to live as fully as possibly until you take your last breath, while relieving your loved ones of making difficult decisions without knowing what you want.

Help a Child Grieve

Grief is tough enough for adults. It is even more difficult for children if the adults around them don't know how to help. Do you know what to do when a child or teen is grieving? What difference does age make? What are a grieving child’s greatest concerns? What are the signs of normal grief in a child, and what are warning signs? Is there anything you can do before grief strikes so both you and the children are better prepared? Come for information, practical tips, and the knowledge you need to make a difference in a sad young person's life.