The first 35 who register (and attend the virtual meeting) will receive a signed copy of Susan's second book
, Later Is Too Late: Hard Conversations That Can’t Wait
. This book tells the poignant tales of 12 women who endured great loss in their lives, and how they recovered and even triumphed. A two-part self-help book, Later Is Too Late
includes a series of user-friendly, step-by-step worksheets to help the reader navigate his or her own sequence of preparation.
During this meeting, two of our leaders will interview Susan with a list of pre-set questions. At the end of the meeting, there will be time for attendees to ask questions.
Have a better understanding of client perceptions at time of loss, how to communicate better with clients at time of loss, pitfalls and problems that occur when proper planning isn't done in advance, how can we better communicate with clients so they take action and plan. Major Subjects:
None Level of Difficulty:
CPAs, attorneys, and enrolled agents who deal with estate issues.
This meeting will take place via Zoom. The link will be emailed to you at a later point in time. No CPE credit will be offered.
If you have any questions, please contact Program Associate, Shelby Strecker, at firstname.lastname@example.org.