Tough Conversations: Helping Clients Prepare for the Death of a Loved One

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To meet the growing expectations for tailored client experiences, financial professionals are challenged to weave the techniques of financial planning with the psychology of financial planning. In this webinar, we’ll discuss the need and the client desires to have conversations about estate planning as well as implementing this into your practice, including how to initiate the conversation, implement into your planning and reviews, and behavioral aspects to help motivate clients to action. We’ll share a practical and psychological approach as well as how technology can help you have these difficult conversations.

Learn how an advisor can initiate estate planning conversations with their clients

Learn key triggering events or points in the relationship to engage with estate planning

Learn how to help motivate my clients to action with behavioral finance and financial counseling techniques

Joseph Buhrmann, CFP®, CLU®, ChFC®

Senior Financial Planning Consultant

eMoney

Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.

Sasha Grabenstetter, AFC®

Financial Planning Education Consultant

eMoney

Sasha Grabenstetter, AFC® is a Financial Planning Education Consultant at eMoney Advisor. She is an integral part of the internal and external financial planning education programs, as well as financial planning content development. Sasha won the 2020 Outstanding Symposium Practitioners' Forum Award from the Association for Financial Counseling and Planning Education. She previously co-authored “Apple Seed: A Student Guide to Pro Bono Financial Planning” and “All My Money: Change for the Better.” With close to 10 years in financial education, Sasha received her AFC® designation in 2015 and graduated with her master’s degree from Texas Tech University in 2012.