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Hosted by The Tampa Bay Estate Planning Council

Working with Clients in Grief

When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do has more influence on your client relationship than your estate planning savvy ever did.

Join us on December 1st and learn essential skills for understanding and addressing your client’s experience when they encounter difficult or emotional life events. Set yourself apart from all the other advisors who have never been taught, and build long-term loyalty in the process.

Wednesday, December 1, 2021
8:00 AM - 9:15 AM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Christopher Dale, CFP®
Life After Grief Financial Planning

Christopher Dale is President of Life After Grief Financial Planning/Life After Grief Consulting. Helping those in grief navigate financial matters; supporting advisors similarly.

Event ID  261