Virtual Brown Bag Lunch: Identify. Align. Execute. - Igniting your Professional Flow
Your Council is pleased to announce that despite the challenges associated with COVID-19, we will offer a virtual Brown Bag Lunch Program on Wednesday, April 1 at 12:00 noon. To participate, click on the Zoom event link below.
Topic: Identify. Align. Execute. - Igniting your Professional Flow.
Time: 12:00 - 1:00 p.m.
Facilitators: Erin DiCarlo Founder, President, Dovetail Companies and Lauren Watts, Vice President, Director of Operations, Dovetail Companies
"After the rain, the sun will appear. Meanwhile, let's dance in the rain." -Smit Vyas
At Dovetail Companies, our goal is to empower older adults and the professionals who serve them, to ensure all are living their best life.
In times of uncertainty, it is important we find clarity. Many of your members are experts in their profession. We have found many professionals take on tasks that can easily take them off course. This webinar outlines the simple steps the Estate Planning Council members can implement to help drive their business forward and ensure their client's needs are being met.
- Interactive worksheets that will be distributed to participants, prior to or post webinar. These will include:
- Client needs development
- Analysis worksheet
Click here to join this Zoom event: https://us04web.zoom.us/j/5055265668
About Our Facilitators:
Erin DiCarlo: Since 2005, I have dedicated my career to helping older adults and their families find the best care options, supportive living communities, and resources. During that time, many of my clients found the process of transitioning from home to be extremely overwhelming. Many factors played into this, such as numerous professionals had to be hired, managed and paid individually making the process segmented, at best. I knew there had to be a better way so in 2017 I created Dovetail to streamline the process, reduce the stress involved, and allow my clients to focus on the emotional aspects of the move while my team and I handled the logistics. I am a Certified Senior Advisor®, Certified Dementia Practitioner®, Senior Real Estate Specialist®, and Seller Representative Specialist®.
Lauren Watts: I began my career analyzing client recruitment marketing challenges and developing national and targeted media plans. I honed my skills and grew my understanding of overall business strategies when I joined a global online recruitment advertiser where I worked with companies to build their brand, market their products and procure the right talent.
While I enjoyed many aspects of my career, I felt there was something missing. A chance encounter with a former colleague led me to a role in professional outreach at an assisted living community just outside of Boston. It was there where I found the missing piece, the fulfillment I received from helping older adults make educated decisions on their next chapter. I then went on to become a Senior Living Advisor where I supported clients and their families with the many aspects of their future planning. I too noticed the challenges that many faced when transitioning from their long-time home and taking an incredible step toward their future and thrive.
As the Vice President and Director of Operations at Dovetail, I am dedicated to supporting seniors and their families through the process of finding the best care options, supportive living communities, and resources to ensure a smooth transition to your new home.
I am a Certified Senior Advisor®, Certified Dementia Practitioner®, Senior Real Estate Specialist®, and Seller Representative Specialist®.