Communicating with Clients through the Toughest Times of Life

Date: Wednesday, October 18, 2023
Time: 3:00pm - 6:00pm
Location: Memorial Hall
Speaker: Amy Florian, MA, FT

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Join us on Wednesday, October 18th at 3:00 PM with guest presenter Amy Florian, MA, FT, CEO of Corgenius as she presents Communicating with Clients Through the Toughest Times of Life.

 

Session Description:

Whether clients are coping with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial or legal savvy ever did. Understand how to answer the dreaded “bad news” phone call, the different levels of grief in every transition, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client, how to bring humor into meetings, and how to help clients make wise decisions in the midst of loss or transition. Walk away with practical, proven strategies that you can implement immediately.  

 

The session will be immediately followed by cocktails and hors d'oeuvres at our Networking Happy Hour.



We hope to see you there!

 

Board of Directors, Cincinnati Estate Planning Council
Event Details

Date:

Wed., Oct. 18, 2023

 

Time:

2:45 PM - Registration

3:00 PM - Program

4:30 PM - Happy Hour

6:00 PM - Adjourn

 

Cost:

Members - $25.00

Non-Member - $75.00

Location:

Memorial Hall

1225 Elm Street

Cincinnati, OH 45202

 

Deadline to Register:

FRIDAY, October 13th

Note: refunds will not be given for cancellations received after the registration deadline.

APPROVED CEU Credits

 

CFP

CPA

KY Legal

OH Insurance

OH Legal

Presenting Sponsor

Hospitality Sponsor



2023-2024 Season Sponsor

We are proud to welcome the

Greater Cincinnati Foundation back as our season sponsor!

About the Presenter

Amy Florian, MA, FT

CEO

Corgenius

 

Amy Florian, CEO of Corgenius, lives out her passion as she combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.

 

An acclaimed speaker who’s delivered over 1000 speaking engagements, she authored over 250 articles and two award-winning books, including the financial advisor’s guidebook titled No Longer Awkward: Communicating with Clients through the Toughest Times of Life. Among her other awards, she was named one of the 20 Most Creative People in Insurance and Financial Services for her groundbreaking work, one of the 25 Front Runners and Influencers by Investment Advisor, an “Influential Woman in Business” from the National Association of Women Business Owners, and a 2021 Luminary by ThinkAdvisor. Amy has been quoted or featured in the Wall Street Journal, CNBC, Forbes, MSN Money, the Journal of Financial Planning, Investment News, Wealth Management, and many others throughout the trade press.

 

She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). Amy taught a graduate class at Loyola University of Chicago for 10 years, she’s worked with over 2,000 grieving people, and has worked with firms, corporations, and offices on four continents.

 

On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!

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