In today’s complex financial landscape, technical expertise alone isn’t enough. The ability to understand, connect, and communicate effectively is what sets exceptional T&E professionals apart. This panel explores how Emotional Intelligence (EI) shapes the human side of wealth management and strengthens relationships with clients, colleagues, and across generations.

Key Discussion Points:

• What is Emotional Intelligence—and How to Put It Into Action: Moving beyond theory to practical strategies that enhance trust and collaboration.
• Intentional Empathy: Why empathy isn’t just a soft skill—it’s a professional advantage that makes you a better fiduciary, colleague, and advisor.
• Bridging Generational Gaps: Techniques for fostering meaningful communication and understanding across diverse age groups.
• Intra-family Conflict Resolution: Turning challenges into opportunities for growth and stronger partnerships.
• Self-Awareness: Recognizing your own emotional triggers and biases to improve decision-making and leadership.

Speakers:

• Kim V. Heyman, JD, LLM, AEP®, Director, Pathstone

• Megan Helzner, Principal, CFAR
• Brittany Cook, Fiduciary Counsel and Wealth Planner, Tiedeman Trust Company
• Moderated by Andrew Barron, Esq., Stradley Ronon

Join us for an engaging conversation that will leave you with actionable insights to elevate your practice and relationships.

Continental breakfast will be served.

There is no cost to attend, but registration is required for security purposes.  Space is limited, so please register early.