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Login to watch this video if you have a subscription. Learn more about subscriptions.Clients with significant wealth often struggle to organize their financial affairs and make decisions that could spare their loved ones future difficulties. This session looks beyond numbers to the deeper emotional and human factors that influence planning.
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, examines how values, aspirations, and emotions drive effective financial, wealth, and legacy planning. She explains how professional advisors—lawyers, accountants, and financial planners—can help clients navigate these sensitive conversations with clarity, empathy, and purpose.
Founder and Lead Advisor of Trimaran Advisory Group and author of Don’t Leave a Mess! How to Disaster-Proof Your Family Legacy. She helps clients and professional advisors navigate the human side of estate and legacy planning, guiding difficult conversations with discernment, humility, empathy, and compassion.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
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*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
