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Hosted by  The Tampa Bay Estate Planning Council

New Year, New Leaf. Productivity Workshop

HELP! I'm out of control before my first cup of coffee.

Managing your day…you seek to do that at work and home, but it gets away from you the minute you get out of bed in the morning. You’re buried in emails and reactive tasks. You have the tools to succeed but life moves so fast, you don’t have time to use them properly or even at all.

What’s unique about Patty, though, is that the heart of her methodology isn’t around implementing technology tools to create efficiencies, but rather, around how financial advisors can reduce “clutter” in their work routines and better focus their time and attention on the things that get them out of the bed in the morning and that they’re most energized to get done efficiently.

--Michael Kitces

This workshop will have you pause long enough to discover your needs and values and align your time to include rather than bury them. With clarity and a plan, managing your time and life is possible.
  • The new look of business development
  • What’s behind the stress advisors are (still) feeling
  • Productivity coaching strategies that work
  • What to look out for in the hybrid work schedule
  • Simple steps that can lead to more efficiency and less stress
  • And more!

Patty will share tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy!

Seating Will Be Limited!

3:00 PM - Registration
3:20 PM - Workshop Begins
4:50 PM - Workshop Concludes
4:51 PM - Happy Hour with Appetizers and Beverages
6:00 PM - Event Concludes

This event is FREE for Council Members. $45 for Non-Council Members

Wednesday, January 17, 2024
3:00 PM - 6:00 PM Eastern Time

Location

Centre Club
8th Floor
123 S West Shore Blvd
Tampa   FL   33609
(813)286-4040
 
Website for Location
Map for Location



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Non-TBEPC Members - $45 $45.00
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Speaker Profiles

 


Patty Kreamer, CPO®
Productivity Uncorked

As a productivity coach, Patty guides her clients to take back control of their life and time. She helps financial advisors to develop personalized systems to get more done in less time while clearing the brain clutter that blocks success. Patty is a nationally sought-after speaker, known for creating efficiency with workspace, email, time, and attention.

Patty is a Certified Professional Organizer and Productivity Coach. As a nationally sought-after speaker, Patty is passionate, dynamic, and engaging. She is best known for her sense of humor, high energy, real-life success stories, and practical, useful information. Her edutainment style is a crowd-pleaser, often having her return time and time again.

She is the co-author of the Amazon Best-Seller A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World and author of But I Might Need It Someday and The Power of Simplicity.

As a kid, Patty would alphabetize her Halloween candy from Almond Joy to Zagnut in shoe boxes. This carried her on to successfully running a professional organizing firm for 15 years and now Productivity Uncorked.

Before that, she was a teaching golf professional in the LPGA.



Registration Fee
Member
No Charge
 
Non-Member
$45.00