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DTSTART:20261119T163000Z
DTEND:20261119T180000Z
LOCATION:Heritage Palms Golf & Country Club
UID:2955620261119T163000ZThe Estate Planning Professional: Conversations That Change Everything; A Framework for Client-Centered Practice
DTSTAMP:20260928T230821Z
DESCRIPTION:\n\nBy the end of this session, you will be able to:\nMake Conversations Comfortable - Identify emotional barriers clients bring to estate planning and set the tone for safe, open dialogue from the very first meeting.Recognize the Emotional Layer - Understand how grief, family dynamics, fear of mortality, and legacy shape client decisions.Introduced to the Money Mindset Method- Leave with a professional toolkit for approaching difficult conversations with empathy and confidence.\nMeet Erika Wasserman, Your Financial Therapist\nOne of only 100 Certified Financial Therapists in the U.S. Known for her engaging and relatable approach, Erika transforms the taboo topic of money into actionable confidence, helping individuals and teams navigate financial stress with clarity and ease. With a global impact spanning corporate wellness programs and her newly released book, Conversations with Your Financial Therapist - endorsed by Shark Tank's Barbara Corcoran, Erika is redefining what it means to build a healthy relationship with money.\n\nLOCATION: HERITAGE PALMS GOLF & COUNTRY CLUB\n\nFrom the Heritage Palms Gate House on Six Mile Cypress Parkway:\nGo straight ahead to the stop sign and the Clubhouse will be directly in front of you. \n\nWhen you register, please indicate your meal selection \n1. Cajun Blackened Salmon (lemon beurre Blanc) with jasmine rice and broccoli \n2.  Chicken Florentine with Mashed Potatoes and Mixed Vegetables \n3.  Southwest Salad Romaine, tomatoes, red peppers, corn and black bean salsa, diced avocado, tortilla strips and served with Avocado Ranch on the side (Vegetarian)\n\n                        Note: "Pay at Door" may be by cash or check only.\n\nRSVP Deadline Thursday November 12  Noon\n\nPLEASE: If you reserve and will be unable to attend,\ncall/text 239.826.4588\nso there's no wasted food or money.\n\n* * * * * * * * * * *\n           Sponsorship Available for This Meeting\n * * * * * * * * * * *\n\nColleagues and professional friends are always welcomed guests.  We are proud to share our Council's activities with them.  Should they wish to be considered for membership, an application is available [Estate Planning Council of Lee County Inc. - Member Application (epclc.org)](https://epclc.org/form.php?form_id=8).\n\nArlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA\nSecretary, Estate Planning Council of Lee County, Inc.\n10091 Colonial Country Club Blvd.\nFort Myers, FL 33913-7018\nadmin@epclc.org\n(239) 826-4588\n
SUMMARY:The Estate Planning Professional: Conversations That Change Everything; A Framework for Client-Centered Practice - Estate Planning Council of Lee  County 
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