Amy Introduces Our Master Class
- Gail Andrews, Custom Financial Design
“Worth the time and money. I took away many ideas on how to incorporate what I learned into my business.”
- Jane Yoo, Jane Financial, LLC
“Excellent on all levels. Amy enables us to be better advisors, and simply better human beings.”
- Molly Thomas, Abacus Planning
Professional Skills for Client Life Transitions
- How many client funerals did you attend in the last year?
- How many clients were divorced? Did they retire?
- How many were affected by dementia?
When clients are affected by tragedy, illness, or life-changing transitions, you know how to handle the money. But they want more. They want an advisor with the depth, knowledge, and skill to support them in non-financial ways as well. If they don’t get it, they will look for someone else. This training is hard to come by. Until now.
Spring Session | May 4 - 6, 2022 | In-person
PLEASE NOTE We are planning to require proof-of-vaccination or a negative PCR test.
$1,595 per person*
Fall Session | September 14-16 , 2022 | Virtual
$1,275 per person*
*Enjoy a 10% discount when you register 2 people from the same company, and a 15% discount for 3 or more.
- You have clients going through illness, death, divorce, job loss, market collapse, or major transition, and you want to serve them in ways most advisors don't.
- Your stomach churns and you feel awkward at visitations, funerals, or post-death appointments, when greeting a terminally ill person.
- You need to know how to emotionally attend to a divorcing spouse differently than a widowed spouse.
- Your clients are aging and you want to make sure you are comprehensively protecting your firm and your client before there is a problem.
- You have questions about diminishing capacity, what to watch for, the diseases that cause dementia, or what to do when you suspect something is wrong.
- You are concerned about the levels of fraud, scams, and financial exploitation that your clients may be susceptible to.
- Your clients are touched by suicide and you need to know how to support them.
- You think you do a better than average job comforting clients in transition, but you'd like to take your skills up a notch.
- You attended a one- or two-hour Corgenius session at a conference or event and wished you had more time.
- You want to do things that are good for your clients and also happen to be very good for client retention and referrals.
- You have the courage and tenacity to face topics that others avoid in order to grow both personally and professionally.
|CEU||- 18 Continuing Education Credits for CFP Board, Investments & Wealth Institute, American College, and College for Financial Planning|
- 7 credits for Institute for Divorce Financial Analysts
|Time in CST|| 2 pm - 6 pm on Wednesday|
9 am - 6 pm on Thursday
9 am - 4 pm on Friday
|Location||DoubleTree Hotel, O'Hare (Rosemont, IL)|
Free airport shuttle from O'Hare.
Discount block hotel reservations available.
|Our Phone||847.882.3491, ext: 3|
|Discount||Enjoy a 10% discount when you register 2 people from the same company, and a 15% discount for 3 or more.|
| The Registration Cost Includes:|