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DTSTART:20231018T190000Z
DTEND:20231018T220000Z
LOCATION:Memorial Hall
UID:2473120231018T190000ZCommunicating with Clients through the Toughest Times of Life
DTSTAMP:20260408T061602Z
DESCRIPTION:    \nJoin 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.\n \n \n \nSession Description:\n \nWhether 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.  \n \n \n \nThe session will be immediately followed by cocktails and hors d'oeuvres at our Networking Happy Hour.\n \n\n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nWed., Oct. 18, 2023\n \n \n \nTime:\n \n2:45 PM - Registration\n \n3:00 PM - Program\n \n4:30 PM - Happy Hour\n \n6:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $25.00\n \nNon-Member - $75.00\n     \nLocation:\n \nMemorial Hall\n \n1225 Elm Street\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nFRIDAY, October 13th\n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits\n \n \n \nCFP\n \nCPA\n \nKY Legal\n \nOH Insurance\n \nOH Legal\n     \nPresenting Sponsor\n        \nHospitality Sponsor\n      \n\n \n2023-2024 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n    [](https://www.gcfdn.org/)       \nAbout the Presenter\n     \nAmy Florian, MA, FT\n \nCEO\n \nCorgenius\n \n \n \n[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.](https://app.constantcontact.com/pages/campaigns/email#)\n \n \n \nAn 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.](https://app.constantcontact.com/pages/campaigns/email#)\n \n \n \nShe 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.\n \n \n \nOn a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!\n
SUMMARY:Communicating with Clients through the Toughest Times of Life - Cincinnati Estate Planning Council 
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