Speaking Opportunities
August 21st, 2024 2:00pm EDT
Webinar - Hosted by the Estate Planning Council of Canada
August 21st, 2024 2:00pm EDT
Webinar - Hosted by the Estate Planning Council of Canada
Why do clients with significant wealth often struggle with planning their financial affairs and making decisions that will ease burdens for their loved ones, especially after they’re gone? And how does this impact you as a professional advisor, regardless of your expertise?
While many industry professionals—such as advisors, lawyers, accountants, and portfolio managers—often rely on quantitative aspects of planning, it is the qualitative aspects that truly underpin an effective Financial, Wealth, and Legacy plan. The values, goals, aspirations, dreams, challenges, and emotions of your clients should guide the direction of their plan and inform its purpose.
Join Sandy Pollack, Founder and Lead Advisor of Trimaran Advisory Group and author of Don’t Leave a Mess! How to Disaster-Proof Your Family Legacy, as she explores the core issues of effective estate planning. Learn how to help your clients navigate these conversations with discernment, humility, empathy, and compassion.
UNPACKING AND EXPLORING THE EMOTIONAL SIDE OF PLANNING
Why do clients with significant wealth have difficulty planning their financial affairs and executing decisions that will alleviate messes for their loved ones? Particularly, after they have gone. Why does this matter? And what does this mean for you as the professional advisor, whatever your expertise?
While many industry professionals alike (advisors, lawyers, accountants, portfolio managers, etc.) fall back on the quantitative aspects of planning to help guide their clients, it is rather the qualitative aspects that form the foundation of a truly effective Financial, Wealth, and Legacy plan. It is the values, goals, aspirations, dreams, challenges, and yes, emotions of a client that need to drive where a plan is going, and WHY.
Join Sandy Pollack, Founder and Lead Advisor of Trimaran Advisory Group, and author of “Don’t Leave a Mess! How to Disaster-Proof Your Family Legacy”, on August 21st, 2024, as she unravels the underlying issues of effective estate planning and the importance of letting your clients unpack, all while handling these difficult conversations with discernment, humility, empathy, and compassion.
November 3rd, 2023 2:00pm EST
TV Segment - Daytime Ottawa with host Derick Fage
Feature on Daytime Ottawa:
Your window on Ottawa! Tune into daytime to find out what's going on in our city: community events, entertainment, colourful personalities - even cooking tips from top area chefs!
Host Derick Fage talks with Sandy Pollack, Founder & Principal, Trimaran Advisory Group.
September 21st, 2023 12:00pm EST
Webinar - Hosted by the Alumni Learning Consortium
When families are not able to discuss money, it can have negative consequences for everyone involved. It is important to recognize that building, managing, and transitioning wealth are three distinct processes. Once you have successfully built your business and invested significant amounts of time and money into it, it is worthwhile to consider what kind of legacy you want to leave behind. This involves reflecting on what you will pass on and how it aligns with your values. It is also essential to ensure your family is adequately prepared to receive this gift rather than leaving them with a potentially messy situation. In this informative webinar, Sandy Pollack, an estate planner, family business advisor, and author of Don't Leave A Mess: How to Disaster-Proof Your Family Legacy, will provide insights into making wise choices for your family and business that not only safeguard your hard work but also reflect your why.
SANDY POLLACK, CFP, CLU, TEP, FEA, MFA-P
Sandy is an engaging speaker who enjoys sharing her passion and 25+ years of knowledge on Family Business Planning, Single Purpose Planning and Legacy & Estate Planning. Her goal is to educate and inspire business owners who may be putting off those tough yet necessary conversations to ensure that they protect not only their wealth and legacy, but everyone involved.
Click below to submit an email inquiry regarding media interviews, professional or corporate speaking events.
