The Human Side of Estate Planning: Turning Money Talks into Trust
Estate planning isn’t just about assets, it’s about emotions, family dynamics, and deeply personal decisions.
In this engaging session, Erika shares how professionals can lead confident, empathetic money conversations that strengthen client trust and retention. With practical tools and a touch of wit, attendees will learn how to navigate emotional undercurrents, improve interdisciplinary collaboration, and turn uncomfortable money talks into lasting client relationships.
SPEAKER:
Erika Wasserman, Your Financial Therapist, and one of only 100 Certified Financial Therapists in the U.S. Known for her engaging and relatable approach, Erika transforms the taboo topic of money into actionable confidence, helping individuals and teams navigate financial stress with clarity and ease. With a global impact spanning corporate wellness programs and her newly released book, Conversations with Your Financial Therapist - endorsed by Shark Tank’s Barbara Corcoran, Erika is redefining what it means to build a healthy relationship with money.
