Talks and Programs for Legal and Financial Firms

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

There is a chasm between people knowing what they should do and what they actually do. 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.

Procrastination, denial about mortality, optimism , vulnerability and a general unwillingness to deal with unpleasant subjects are some of the reasons for their inertia. However, their delay in planning puts their loved ones and survivors at risk. People respond to emotions, not logic; they need an emotional push to move them from good intentions to action.

Helga Hayse creates the emotional urgency needed to start the crucial conversations between boomers and their parents about legacy, inheritance and end of life issues. Her popular presentation called “Initiating Crucial Conversations” shares her personal story of being widowed without warning, but financially and emotionally prepared. Here’s where people learn to have the conversation from the heart that leads to true legacy planning.

Helga creates a sense of urgency for your clients and their relatives, neighbors and friends to plan as she did.

Her 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 this highly targeted program