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March Meeting

"Prepare to Meet Thy Boom"

May qualify for 1.5 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.

Guest Speaker(s):Amy Florian, CEO of Corgenius
Date:Wednesday, March 16, 2011
Time: 11:30 A.M. to 1:50 P.M.
Place:New Venue: The Olympic Collection
11301 West Olympic Boulevard, Los Angeles, CA 90064
Reservations:Reservations will be taken until March 11th.


 Member pricenon Member price
at the door or
after 03-11-2011

Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.
Program Schedule:
11:30 AMRegistration & Networking
11:45 AMLunch
12:00 PMAnnouncements & Chapter Business
12:15 PMSpeaker Program
1:30 PMQ & A
1:50 PMAdjournment
Program Description:
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  1. Introduction
    1. Demonstration of the statistical movement of grieving clients
    2. What our society does and does not teach us about how to handle death and grief topics
    3. Demographics - the increasing age of our population and the amount of wealth they control
    4. The current baby boomer death rate
  2. Sources of grief and their similarities
    1. DABDA (Kubler-Ross "stages") and its limitations for the financial service professional
    2. Applications of grief stages to situations such as market turmoil
  3. Listening to the stories
    1. Why the stories are important for grieving people and for the financial professional
    2. How to draw them out
    3. What you learn from them for purposes of financial advising
    4. How to follow up with questions that tell you more so you can better advise clients
  4. Attending and listening skills especially as they pertain to grieving clients
    1. Connecting but allowing for difference
    2. Open doors and follow the client's lead - maintain a professional relationship
    3. The one thing you must never say
    4. Handling the lack of rational thought and its impact on financial decisions
  5. Uncomfortable situations
    1. How to give permission for tears and other feelings in a professional way
    2. Ways to bring levity to a difficult conversation
    3. Discovering and addressing the fears of grieving clients
  6. Explaining transitions to clients
    1. The impossibility of "going back to normal"
    2. Unlearning the expected presence of the other
    3. Building a new future with new goals
  7. Why bother?
    1. You're honestly helping people financially and emotionally
    2. Unique support and communications with clients
    3. Allows better decision-making
    4. Advisor Impact study on relationships with clients
    5. Wall Street Journal
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Speaker's bio(s):

Amy Florian, CEO of Corgenius

Amy Florian is the CEO of Corgenius, a company that specializes in training professionals when they finally realize they don't know what to say or do to support clients in transition and grief. A nationally acclaimed speaker, Amy was featured in Financial Advisor magazine and is a regular columnist for the Journal of Financial Planning. She is a Fellow in Thanatology, an adjunct professor in the graduate department of Loyola University, and a grief coach/consultant who has worked with more than 1,800 grieving people. She is author of over 90 articles, she consults with businesses, professionals, and individuals across the country, and she is known for her dynamic and engaging workshops, classes, and presentations.
Amy promises to intrigue and entertain, challenge, and change you!

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