Symposium Spotlight: Breakout Session #2

Option 1: Help! What Do I Say? presented by Amy Florian of Corgenius, Inc.

Many professionals dread attending funerals or services for a client’s family member, where they find themselves stammering over “I’m so sorry” or “You have my sympathy” and then being at a loss. This workshop eliminates that dread by teaching you what your clients wish you would say and do. Learn the six commonly-used phrases you should 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.

Option 2: Last Advisor Standing presented by Michael Graci, AIF, ARPC of BlackRock

The Baby Boomers are entering retirement en mass. Now is the time for you to become a retirement expert. This session will provide you with retirement income strategies that promote asset consolidation AND help you get up to speed on topics important to this demographic

 

FPA of Michigan 2012 Annual Fall Symposium will be held October 4th and 5th at The Inn at St. John’s in Plymouth.

FOR MORE INFORMATION ON THE PRESENTERS, PROGRAMS

AND HOW TO REGISTER, PLEASE CLICK HERE.

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