When a client is grieving, estate and financial decisions do not stop—but communication, timing, and trust become more delicate. This session will help estate and financial planning professionals better understand how grief affects decision-making, family dynamics, client readiness, and the advisory relationship. It will address common professional concerns, including what to say, how quickly to move forward, and how to support clients without overstepping. Attendees will gain practical insight for serving grieving clients with greater confidence, compassion, and professional care during one of the most vulnerable moments in a client’s life.

Beyond the session content, this gathering is an opportunity to connect with the broader Tampa Bay Estate Planning Council community around a topic that touches every discipline in our work. When clients are navigating loss, estate planning becomes more than technical guidance — it requires careful communication, professional sensitivity, and coordinated support. Attorneys, CPAs, trust officers, financial advisors, insurance professionals, valuation experts, philanthropic advisors, and allied professionals each play an important role in helping families move forward. Join colleagues across disciplines for practical insight, meaningful conversation, and the kind of professional connection that strengthens both client outcomes and the Council community.

Agenda
5:15 PM - Professional Networking with Appetizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes

Cost
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.

Registration Information
Please register by 5 PM on February 19th.  To let us know that you will be attending, please use one of the RSVP options on the right.