Why People Need "Conversations from the Heart"

“Life is what happens while you’re busy making other plans.” John Lennon

People respond to emotions, not logic. They need an emotional push to move them from good intentions to action. They want to take care of the people they love, but procrastinate and often live in denial about their mortality and vulnerability. Their delay in estate planning puts their loved ones and survivors at risk.

Financial and legal professionals are not trained and are not comfortable speaking to their clients about the emotional aspects of legacy. That means they currently reach only a fraction of the population who should be consulting with them about estate and financial planning.

I create the emotional urgency needed to start the crucial conversations between boomers and their parents about legacy, inheritance and end of life issues. In my presentation series called “Conversations from the Heart”, I share my personal story of being ” widowed without warning, but financially and emotionally prepared. I teach people how to move from good intentions to taking the steps needed for estate and legacy planning.

My message is: The only thing we can control is to plan for the things we can’t control. See your legal and financial professional today!

Contact Helga for more information about “Conversations from the Heart”.

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Why your clients need "Conversations from the Heart"

What Clients Are Saying

This is one of the most important books any woman, married or single, should read if being financially independent is important. And how could it not be? The title says it all: Don't Worry About a Thing, Dear. How often have we heard that? According to Helga Hayse, when a woman hears that phrase, she needs to pay attention and ask for more information. In Hayse s case, after her husband died unexpectedly, she became the test case for what she teaches women in this book. In an article in the San Francisco Chronicle Magazine in 2004, it praised Hayse s seminar A Wife s Guide to Financial Intimacy, which covers topics as basic as how to tally one s net worth and as delicate as financial spousal abuse. It also described the seminar as an eye-opener for women and a jumping-off point for couples discussion and planning. I found that Chapter ten, Five Financial Mistakes Wives Make, was an encapsulation of what has occurred in most marriages or partnerships. With an appropriate opening quote from Tina Turner What s love got to do with it? Hayse explains and titles each mistake as follows: Mistake 1: Sign Here Honey. Mistake 2: Putting separate funds into joint ventures. Mistake 3: Avoiding Money Talk. Mistake 4: Letting your husband keep the records, and Mistake 5, Paying an equal share when your financial situation changes. Although the author is neither a financial planner nor a marriage counselor, her background as an award winning journalist enables her to write about her personal experience and wider research in easy to understand terms that women can relate to. Whether through her seminars or books, Hayse is worth reading and paying attention to what she recommends. Anita Finley, Editor --Boomer Times & Senior Life