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EPCWC: May 4, 2022 Breakfast Meeting RESCHEDULED TO MAY 11th

 

May 11, 2022
8:00 AM - 10:00 AM
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Beach Point Club
900 Rushmore Ave
Mamaroneck, NY 10543
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Registration Extended to Tuesday May 10th at 5PM

Please email [email protected] with questions

THE MAY 4TH BREAKFAST MEETING HAS BEEN POSTPONED TO MAY 11TH DUE TO THE WEATHER

Our May 4th Breakfast with Dr. Herzog was developed with the intent of having our first meeting in two years outside, with plenty of space, to be "Covid safer."
The venue is overlooking the water and will provide an opportunity to reacquaint our members as well as learn to improve our communication skills.
Unfortunately the weather forecast for May 4th in not favorable, so we are postponing the event for one week, until May 11th.
All existing registration shall be carried over, so please email [email protected] if you cannot attend.


RSVP Due Date: Tuesday May 10, 2022 5:00 PM 
Reservations are on a first come, first served basis.
Seating is limited.

This event is open only to EPCWC Members (no Guests.)

8:00 AM - Registration, Breakfast and Networking
8:30 AM - Opening Remarks and Announcements
8:45 AM - Presentation
9:45 AM - Networking

 

Simple Strategies to Maximize Communicating with Clients

You have practiced your craft for years and have expertise whether it be law, insurance, investments, financial planning, accounting or any other aspect of the estate planning process.  Discussing deeply personal topics has deepened your sensitivity to difficult conversations.

This workshop will focus on simple, yet highly effective strategies that mental health professionals utilize to take these conversations to the “next level.”

How you “listen” impacts your “response” as well as the comfort level of your client. The vital counsel that you offer, embedded in active listening and more sensitive response, will allow your client to not only feel safer, but more comfortable and trusting of your expertise and develop a better rapport.

This workshop will help to fine tune your awareness of subtle yet powerful components of reflective listening and sensitive expression. These skills will increase your impact and effectiveness with your clients.

Come prepared to listen, briefly practice some new skills, pick up a “take home” sheet to further practice and hone your skills and to have fun.

Speaker: Margaret Herzog, Ph. D.
Margaret Herzog Ph.d.

Dr. Herzog worked with children, adolescents and their parents for over 35 years in hospitals, clinics and private practice. She consults, lectures, leads workshops and facilitates groups reaching wide audiences. Dr. Herzog has been Professor of Clinical Psychology in the doctoral program at Adelphi University and in the BA program at John Jay College of Criminal Justice and NYU School of Social Work -Post Master’s Program in Child and Family Therapy.

Dr Herzog has presented prior workshops in Verbal and Non-Verbal communication for The New York Women’s Bar Association, The New York Collaborative Divorce Association and The Association of Conflict Resolution of Greater New York amongst others.

Dr. Herzog is a member of the American Psychological Association, The New York State Psychological Association, and The Westchester County Psychological Association. She currently serves on the Ethics Committee of the New York State Psychological Association.

https://www.linkedin.com/in/margaret-herzog-ph-d-1847bb2/

 

CPE/CFP Continuing Education We do not expect there to be any continuing education credits for CPAs for this event.  There may be continuing education credits for CFP professionals.

 

Cost: Normally there is a cost for our annual Breakfast Educational Meeting; the Board of Directors has decided to show its appreciation for member's loyalty by waiving the cost for the 2022 Breakfast Educational Meeting but registration is REQUIRED.  As always, there is limited seating for this meeting, so please be sure you can attend when registering.  We will maintain a waiting list, and if you have registered and find you cannot attend, please cancel your registration as soon as possible so a fellow member may participate.

Tickets

$0.00 May 4 2022 Breakfast

$250.00 BREAKFAST / LUNCH MEETING SPONSORSHIP