Why People Need "Conversations from the Heart"
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”.
Helga's New Book
Why parents and adult children need to have the sometimes difficult, but always crucial conversations, about the issues and emotions that shape a family's legacy before it's too late. Get more information HERE.
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What Clients Are Saying
"Helga provided a framework to begin the crucial discussions around financial affairs. Whether the conversation is about an inheritance or not, the techniques and questions she illustrated during her presentation will no doubt help our clients and their families engage in those crucial conversations from the heart."
Lloyd S Yamada, CFP®
LSY Financial Group, www.lsyfinancial.com