Beyond Tomorrow - Practical Estate Planning & Emotional Support

SPEAKERS & BIOS

Amy Florian Bio 

Amy Florian is the CEO of Corgenius and an expert in life transition. She is an acclaimed speaker and author, and has published over 250 articles and the multi-award-winning books No Longer Awkward: Communicating with Clients through the Toughest Times of Life and A Friend Indeed: Help Someone You Love When They Grieve. She has been honored with many awards for her ground-breaking work, including:

• LUMINARIES Class of 2021 from ThinkAdvisor
• The 20 Most Creative People in Insurance and Financial Services from LifeHealthPro
• Influential Woman in Business from the National Association of Women Business Owners
• Women of Influence from the Chicago Business Journal
• List of 25 FrontRunners and Influencers from Investment Advisor Magazine

Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).

She taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,500 grieving people, and she consults with firms, corporations, and individuals across the country and the globe.

Amy will cover the following:

1. Why planned giving is a difficult topic to bring up
    
2. Several suggestions for questions to ask
    
3. The six triggers of grief – it’s not just about a death
   
   1. Definition and examples of each one
   2. How to name them with clients so they know you “get” them
       
4. The two major styles of grieving and how they affect planned giving decisions
    
5. Several things not to say to donors and families
   
   1. I’m so sorry
   2. The “rush to comfort”
   3. “I know how you feel”
   4. “Call me any time”
       
6. What to say and why
   
   1. Opening the door and your ears
   2. Excellent questions to ask
   3. Recognizing the “both-and” of grief
   4. Instead of “Call me any time”
   5. Instead of “I know how you feel”
       
7. Writing and sending cards afterwards
   
   1. How to choose cards, plus a good resource for authentic cards
   2. Examples of texts to write in cards, especially at the holidays and on marker days
       
8. The effect on relationships with donors and families

Diane Tom Bio

Diane oversees the Trusts and Estates business at Fiduciary Trust Canada.  She has extensive experience supporting a diverse range of interprovincial and international trust and estate planning, substitute decision making, business succession and philanthropic strategies.  In collaboration with clients and their professional advisors, Diane has been involved in structuring and implementing creative and personalized insurance, succession, accounting and taxation plans to manage corporate entities, real estate holdings as well as interesting array of assets including dairy quotas, mineral rights, airplanes, vintage car collections and antiques.

In addition to being an alumna of the University of British Columbia and the University of Toronto, Diane is a TEP member and holds a law degree from Queen’s University.

Diane will discuss:

1. Practical issues and approaches to estate planning, beyond the technical and substantive matters
2. Review common practical issues that should be considered when estate planning documents are being drafted and implemented  

This event is sponsored by Franklin Templeton.