In this workshop, which satisfies the ethics CLE requirement, we’ll focus on the importance of due diligence in the practice of elder law and estate planning. You’ll learn how to manage existing and potential conflicts of interest, the rules and expectations regarding client confidentiality, and the issues surrounding the execution of estate planning documents. You’ll have the opportunity to work in small groups to review and discuss case studies that raise potential ethical concerns.
TAPER - Day 3
WHY Day: Your Firm's Growth Begins with Personal Growth: Discover How to Become 100% YOU
8:00 - 1:00
Imagine speaking in public without fear. Or never reflecting upon a conversation and thinking “I should have said this not that.” Or writing content without worrying about using the right “voice.” All this and more is possible when you are always being the authentic YOU.
Why Day will transform the inner landscape of your being and bring your voice into the world, where it can be heard, celebrated, and honored. Through individual reflection, working in pairs, and group exercises, you’ll discover that: how you are “being” is much more important than what you are doing or saying; the genuine you has the confidence to make a measurable impact in all social situations; what others really want from you is simply the authentic YOU. By the end of Why Day, you’ll know how to connect on a whole new level with prospects, with clients, with your team, and in your personal life.