Conversations with Widows: Maximize Your Impact through Empathy
Let's face it, most people do not want to talk about death and dying, and yet, as planning professionals, it's not something that can be easily avoided. Have you ever ended a phone call with a widowed donor and wondered, should I have said that? Or perhaps met with a widowed client in your office and were unsure if they really understood the information that you were providing to them? In this discussion, we look at best practices for working with widowed and bereaved clients and donors. Charlotte Paul will provide some simple tools that you can use to assist when engaging in difficult conversations and which will strengthen your widowed relationships for years to come.
We encourage CAGP members across British Columbia, from our Vancouver Island and BC Interior Chapters, to join us for this session. The webinar is organized by CAGP Greater Vancouver Chapter.
Charlotte is Associate Portfolio Manager, Assante Wealth Management Ltd. Her financial advisory practice specializes in helping women maintain – or re-establish – financial wellbeing during times of transition, specifically through divorce or the loss of a spouse. She also works with, and advises, small charities and private foundations. Charlotte is a committed CAGP volunteer and member. Charlotte has been deeply involved in the charitable community in Vancouver, Toronto, and her hometown of Victoria, and has partnered with several charities across the country. She has also served as the Director on the Board of the Soaring Spirits, a charitable organization that creates resources and community for widowed Canadians
