ESTATE PLANNING COUNCIL OF CHATTANOOGA

We will discuss the Fundamentals of Family Dynamics, Trust Beneficiary Communications, Family Meetings as a Communication Tool, and Family Dynamics Resources & Best Practices.  The focus will be on recognizing the role of family dynamics in a client’s financial affairs, including the effect of common money beliefs and associations; engaging in enhanced communications with clients using active listening skills to identify core issues and diffuse difficult situations; .  articulating the importance of establishing a trust beneficiary communications model; understanding your role as an advisor in the process of designing and hosting family meetings; and, applying family dynamics concepts and tools in your day-to-day practice as an advisor.