Speaking/Presentation Options
 In addition to his successful financial planning career, Mark Colgan speaks to groups across the country on issues related to taking control of your finances after the death of a loved one. Reflecting on his experience as the author of The Survivor Assistance Handbook: A Guide for Financial Transition and his personal experience with grief and loss, his presentations have a professional, yet compassionate thought-provoking viewpoint. Further, he likes to truly customize his presentations to address the unique needs of particular groups.
His articles have been published in such national publications as The Journal of Financial Planning, American Association of Individual Investors, The Director and the ABA Journal. He has been cited by Fox News, CBS Marketwatch and Money Advisor, a new publication from Consumer Reports. Here is a sampling of recent presentation topics. We encourage you to contact us directly for more information or to arrange a presentation for your own organization or group.
Audience:
General public
Bereavement groups
Military
Health care professionals
Hospice care operator's
Nursing homes operators
Fraternal organizations
Professional associations
Program:
Planning for Tomorrow
Preserve Your Wealth, Protect Your Family, Proclaim Your Wishes
This flagship presentation combines Mark's knowledge of financial planning with his own insight as a survivor. It gives widows and widower's valuable information to guide them through the financial and administrative processes following a loved one's death. In particular, the presentation addresses the financial and legal issues that occur within the first six to twelve months after a death occurs.
Time magazine once reported that we will spend more time getting ready for two weeks vacation from work than we will for our last two weeks on earth. This irresponsible behavior presents a myriad of major problems. People die with their wishes being unheard. Every family has a horror story to tell about fighting over burial vs. cremation, the nature of the funeral service, the location of the most desirable burial location and much, much more. Further, you leave your survivors overwhelmed by more questions than answers. Do your survivors a favor and leave this earth with your affairs in order. This presentation shows you how and includes all the necessary details for planning your end of life. Participants will receive a 25-page workbook.
Audience:
Funeral Directors
Program:
Multi-generational Loyalty through Continuing Care
Positioning Your Business for the Next Generation
In the same way that the last generation defined retirement planning, this current generation of baby boomers will define and embrace end-of-life planning like no other generation before it. You can already see this emerging trend with the success of shows like HBO's weekly series Six Feet Under. In this presentation, Mark Colgan will show you how you can refocus your business strategy to generate higher revenues and multi-generational client loyalty.
Attendees will:
- Understand how the current trends in the Funeral business threaten profitability
- Gain a deeper insight into the changing demographics of the next generation of clients.
- Understand the financial and legal challenges widows face in the aftermath of death.
- Learn how to build multi-generational client loyalty by launching a continuing care service that caters to the unique needs of widows
Audience:
Financial Planning Professionals
Program:
Financial Planning for Widows and Widowers
With more than half the current population over the age of 40 right now, the imperative to learn about end of life issues becomes more urgent for any financial advisor. Just as the baby boom dictated the need for retirement planning it is now beginning to dictate the need for 'end of life planning.' This presentation introduces you to the three stages of financial transition that widowed clients typically experience, and addresses the most critical questions/concerns within each phase. Communication techniques are also reviewed to assist financial advisors in bridging the emotionality of grief with the logical process of financial planning.
Audience:
Employee Assistance Professionals
Program:
The Cost of Grief & the Role of Support Professionals
According to the Grief Recovery Institute, each year grief resulting from the death of a friend or family member cost American corporations some $75 billion in lost productivity. While each of us must take an individual approach to our grief, this presentation will present the 10 Things a support organization can do to minimize the pain after death for friends, families and employees.
Fee range:
Prices vary depending on venue, number of participants and required travel arrangements. Please call for details. |
