Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health

Promoting wellness in your estate planning practice is not an option, it is not a luxury, and it is an investment that will have a significant return, both in quality of life and dollars.  Hence, it is a moral and economic necessity. To enhance the profitability of your firm, reduce the risks of malpractice claims, and do better work, your firm needs to take proactive steps to address stress, mental health, and the well being of partners, lawyers, and staff. The statistics are shocking: 80% of professionals report some or several of the following: stress-induced physical health issues, social alienation, addiction to work, sleep issues, work/life issues, inability to retain relationships, incivility, and lapses in moral and ethical values. But scary stats don’t move the needle. This program will be led by a nationally known estate planner and founder of one of the largest estate planning boutiques in the country who will explain real steps he takes and promotes in his firm to address these important issues. A mental health professional will also offer comments and suggestions. Join us for this informative, practical and actionable program.

Speakers: Louis S. Harrison, Amanda Koplin and Martin Shenkman