Ethical
Wills Facilitator’s Training
This program
is
designed for
those interested in developing a business focused on
individual client work or conducting variable length group
seminars and workshops related
to ethical wills. Previous knowledge or
familiarity
with the
concept of ethical wills is helpful though not necessary.
Overall
Conference
Objectives:
At the
conclusion
of this
program, you will be able to:
·
Develop
an
appropriate
marketing
strategy
for developing an ethical will legacy business.
·
Capitalize
on
the
opportunity
for
increasing your community exposure.
How
we
will do it:
This workshop
combines
interactive lecture, individual writing exercises, small group
and
large group
discussion, and ‘teach-back’ presentations. You will
experience all the
content
modules as a participant and you are expected to complete a
draft
of your
own ethical will.
Content
areas:
·
Developing
a
common
base
of
knowledge of ethical wills
·
Becoming
comfortable
with
the
range
of resources you can employ in working with individual clients
or groups.
·
Identify
venues
for
presenting
this
information in your community and region.
·
Understanding
the
essential
principles
of
marketing and sales.
·
Creating
an operational plan for integrating and implementing Ethical
Wills
seminars and
workshops as a primary area of focus or as an additional
product and
service option
to your current portfolio.
Day
One
-Friday
Dinner:
Evening
Session:
Introductions
Expectations
Workshop
overview
Walk
through
materials
Day Two - Saturday
Breakfast
Morning session:
Lunch:
Afternoon
Session:
Dinner:
Day
3 -
Sunday
Breakfast