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Sessions | Instructor | Event Registration |

Event Information

OCLB Estate Planning: A Look at Estate Settlement from the Client's Perspective: A Conversation with Susan Alpert | H2070820
Date: August 19, 2020
Event Start time: 9:00 AM   End time: 10:00 AM
Location: Orange County Central

Facility: Virtual Meeting

 


Member:       $0
Nonmember: $0

CPE Credits:



Join us for an enriching dialogue with Susan Covell Alpert, author, speaker, and entrepreneur. Susan's journey began after she lost her husband of 46 years to leukemia in 2008 and found herself drowning in a sea of paperwork that only compounded her grief. Believing that no one else should have to face the confusing legal and financial obligations of loss alone, she created her step-by-step methodology, as well as her first book, Driving Solo: Dealing with Grief and the Business of Financial Survival—a combination of the business and emotional journeys that come with the death of a spouse. You can read more about her in her interview with the New York Time.
 
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.
Objectives:
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:
Basic

Field of Interest:
Specialized Knowledge

Prerequisites:
None

Designed For:
CPAs, attorneys, and enrolled agents who deal with estate issues.

Advanced Prep:
None

Event Notes:
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 shelby.strecker@calcpa.org.