“Concrete Tips for Working with Grieving Clients”

About This Webinar

If emotions are analogous to weather systems, then grief is the equivalent of the Category 5 hurricane. Grief is flattening; it often leaves people mentally disorganized and emotionally drained. How can you, as a financial professional, interact with your grievers in the most effective way? In this engaging webinar presentation, CERTIFIED FINANCIAL PLANNER™ and grief counselor, Libby Palomeque, answers that question with a combination of theory and practice.

The session begins with a brief overview of grief theory, including some recent paradigm shifts that move beyond “stages.” The second portion of the presentation will focus on the application of this theory using practical techniques and tools. The webinar concludes with insights into how to protect your own emotions when you must enter the eye of the storm with your clients. Whether you are naturally empathetic, or empathetically challenged, this session will broaden your understanding and enhance your skills.

LEARNING OBJECTIVES

Attending this webinar will help you:

• Understand what the griever is experiencing.

• Apply that knowledge in ways that make your interactions more meaningful and productive.

• Protect your own emotional well-being.

• Discover new confidence in interacting with people who are in pain.

About Libby Palomeque, CFP®

Libby Palomeque is a Senior Managing Director and Wealth Manager at First Republic Investment Management.

Ms. Palomeque has nearly 20 years of experience in the investment business. Prior to First Republic, she was employed as a Portfolio Manager at Bay Isle Financial for 12 years. While she serves a diverse cross-section of clients, she has two areas of specialty: working with clients who wish to learn more about the investment arena and working with clients who are in times of emotional transition. She is currently at work on her first book, an investment primer written for the newly bereaved.

Ms. Palomeque is a volunteer group leader for the Grief Recovery Institute and a passionate advocate for Women for Women International, a charity that helps women in war-torn countries rebuild their lives. She is also a member of the San Francisco Financial Planners Association.

In addition to her Certified Financial Planner designation, she is a Certified Financial Life Planner, a Certified Divorce Financial Analyst, a Certified Grief Recovery Specialist, and a Level II Degriefing Practitioner.

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