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September 23 Focus Group

September 23 @ 7:45 am - 9:00 am

Our first Focus Group of the season will be a lightning round led by our resident mental health professional, Sylvia Thompson, with an occasional 2 cents by co-facilitator, Eric Harris. We encourage you to share your perspectives on the following topics:

  • Managing anxiety around estate planning and investing
  • Perfect is the enemy of good (adjusting expectations)
  • How much is too much dead-hand control from beyond the grave?
  • How to deal with spousal decision-making in the estate planning or investment process
  • How to approach others during times of terminal illness or death – what to say and what not to say, how to be and how not to be
  • Straddling the delicate line between client confidentiality and helping the client’s family help the client and how and why California law can make this process even more difficult
  • How gifts from a grandparent to a grandchild can disrupt or undermine the parents’ parenting process
  • The emotional impact among siblings of unequal gifts from parents and the emotional impact of a disinheritance
  • How to create better people and better citizens of the world through estate planning and investing

REGISTER NOW

Details

Date:
September 23
Time:
7:45 am - 9:00 am

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Sylvia Thompson and Eric Harris
Topic
Who am I - Your Professional Advisor or Your Therapist?

Details

Date:
September 23
Time:
7:45 am - 9:00 am

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Sylvia Thompson and Eric Harris
Topic
Who am I - Your Professional Advisor or Your Therapist?