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Monthly Dinner Meeting
February 18 @ 5:00 pm - 7:00 pm
Please join us February 18th at our next South Placer Estate Planning Council dinner meeting.
Topic: “Cultural Intelligence: Understanding Different Values & Behaviors in Clients”
This Month’s Speaker:
Stephanie J. Lee, CFP®, founder of East Rock Financial Services, LLC, a Bay Area financial planning firm. Stephanie gained cultural knowledge as a Director for a global analytics firm, working with bankers in 17 countries. She is a jazz bassist and rock violinist who has performed on 21 recordings, and she is an official voter for the Grammy Awards. She has degrees from Yale and USC and has been quoted by The New York Times, The Wall Street Journal, and the BBC.
In California, 60% of residents are non-white, and the 40% who are white come from many backgrounds. While differences make every group interesting, they also bring challenges to understanding a client’s values and behaviors. The goal of this presentation is to examine cultural dimensions that may affect the client relationship. An example would be eye contact. In some cultures, eye contact is considered necessary to build trust; in others, eye contact can be seen as disrespectful or challenging. By learning about behavioral differences, we can build a deeper connection to our clients.
Don’t miss this month’s excellent and unique presentation. Invite a guest or prospective member!
Registration deadline is Thursday, February 13th, 4:00 P.M.
$40.00 for members
$50.00 for non-members