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Wrong Amy Florian?

Ms. Amy Florian

Chief Executive Officer

Corgenius Inc

Direct Phone: (847) ***-**** ext. *       

Email: a***@***.com

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Corgenius Inc

815 Woodlawn Street

Hoffman Estates, Illinois 60169

United States

Company Description

Clients in transition and loss. Client grief and bereavement support. You are a financial services professional, or estate planning attorney who wants to learn how to support a grieving client ... more

Find other employees at this company (1)

Background Information

Employment History

Executive Director

Stauros Ministries

Regular Columnist

Journal of Financial Planning

Executive Director

Stauros U.S.A

Adjunct Faculty

Dominican University

Liturgy and Bereavement Consultant

Independent Consultant

Adjunct Faculty

Saint Xavier University

Guest Lecturer

Chicago Theological Union

Regular Columnist

Liturgical Catechesis magazine

Adjunct Faculty

Loyola University


Advisory Board Member
The Soaring Spirits Loss Foundation



Association for Death Education and Counseling

Member, Advisory Board Of..

Permanent Member of the Liturgy Staff
National Center



Master of Pastoral Studies degree

Loyola University

bachelor's degree

Iowa State University

Web References (49 Total References)

Amy ... [cached]

Amy Florian

Amy Florian
Chief Executive Officer Corgenius
Amy Florian
Amy Florian
Chief Executive Officer Corgenius
As the chief executive officer of Corgenius, Amy Florian combines neuroscience, psychology, and humor to train professionals on building strong relationships with clients during times of loss and other major life transitions. She has consulted with firms, corporations, and more than 2,000 individuals during their time of grieving. A speaker and grief expert, Ms. Florian has authored more than 100 articles and the book No Longer Awkward: Communicating With Clients Through the Toughest Times of Life. She also teaches a graduate class at Loyola University Chicago.
A former columnist for the Journal of Financial Planning, she has been quoted or featured in the Wall Street Journal, Financial Advisor, Financial Planning, MSN Money,On Wall Street, ThinkAdvisor, Wealth Management, and Financial Advisor IQ.
Ms. Florian has a bachelor's degree from Iowa State University and a master's degree from Loyola University Chicago. She is also a Fellow in thanatology.

Amy ... [cached]

Amy Florian

As CEO of Corgenius, Amy Florian combines neuroscience, psychology, and thanatology to teach professionals to build strong relationships with clients through the losses and transitions of life. No stick in the mud, she sprinkles in the right amount of good-natured humor to ensure retention of what she teaches.
This includes reading, cooking, music, theatre, and precious time spent with his wife, Amy, and sons.

"Never start with just the business, ... [cached]

"Never start with just the business, if you start with just the business, they think that's all you care about," Amy Florian, CEO of Corgenius, said at FPA's annual conference. "You need to get better at talking to the person."

While dividing up a couple's assets is essential to the divorce process, experts agree that the way in which planners help clients achieve that goal is just as important.
"As financial advisers you're trained in what to do with the money," Florian said.

When Clients' Mental Capacity Diminishes: An Advisor's Role [cached]

Amy Florian, CEO of Corgenius, which specializes in educating businesspeople on death and dying and 'transitions.' Amy Florian, CEO of Corgenius, which specializes in educating businesspeople on death and dying and 'transitions.'

If you haven't yet dealt with the challenge of a client showing signs of diminished mental capacity, you will. And now is the time to prepare for that event, before you see the signs.
Amy Florian can deliver the alarming statistics on the likelihood that your clients-and you-will face that dreaded development associated with aging, but in an interview with ThinkAdvisor she also provided the steps an advisor should take, and when to take action, well before diminished capacity becomes a problem for your client and her family and your compliance department.
First, the sobering statistics. Florian, CEO of the consulting firm Corgenius, which specializes in educating businesspeople on death and dying and 'transitions' like how to serve older clients older, reports that one in nine people age 65 or older have some form of dementia, and almost half of people age 85 or older. There are 18 different diseases that can lead to dementia, with Alzheimer's disease by far the leading cause, followed by vascular dementia. However, one common misconception is that Alzheimer's and dementia are the same thing. They are not; you can have dementia and not have Alzheimer's, but if you suffer from Alzheimer's you do have dementia.
"We don't know the cause," says Florian, and "if we knew, then we'd have a better idea on how to prevent or treat" dementia. Some people can get early onset Alzheimer's in their 40's, and the 'familial' variety of Alzheimer's, she says, "is definitely genetic, but that's a small percentage" of those affected by the disease.
One thing we do know about dementia, Florian says, it that it "strikes as we get older. Moreover, "we can't predict who will get it," but Alzheimer's in particular "literally shrinks the brain."
The Challenges and Strategies for Advisors
The symptoms of dementia can start 10 to 12 years before a diagnosis, Florian says, but one important point for advisors is that "not every cognitive difficulty is due to dementia. The symptoms common to dementia (see next paragraph), might be caused by medications interacting with each other, she says, like anti-depressants. Even a fairly common condition like a urinary tract infection "can wreak havoc with cognition," she says, as can a B-12 vitamin deficiency.
Look for evidence of short-term memory loss, she counsels, along with changes in personality, such as when a person becomes "uncharacteristically inappropriate or angry. Symptoms include changes in depth perception, so sufferers "when driving around a corner may hit the curb," or they start tripping when walking up stairs. They might also mix up the names of common items, such as calling a toothbrush a "mouth cleaner," or mistakenly use a similar-sounding word when they can't remember the proper word, such as saying "amphibious" when they mean to say "ambidexterous."
Math functioning also "seems to be affected very soon" by dementia, Florian says, which advisors might notice when discussing a performance percentage or an investment product and the client no longer can figure a percentage in their heads or understand concepts they previously did, such as how an annuity works.
So what should an advisor do?
"What I recommend is that before there are any signs, do a diminished capacity letter," which Florian says is "basically a permission form to call certain people if you [the advisor] see anything wrong. The letter might say, 'I give you permission to call the person with my power of attorney, and John Smith and Jane Doe'" in the event of a perceived decline in cognitive ability. The letter, she warns, should also be updated every year.
When raising the issue with clients Florian also says it's important not to use freighted words like "Alzheimer's" in describing the conditions under which the diminished capacity letter could be implemented.
Florian will be discussing this topic in one session--and another on how to help clients who are "suddenly single," due to a spouse's death or divorce--during the Financial Planning Association's annual conference in Baltimore Sept. 14-16.

Read the Reviews | Lasting Matters [cached]

Amy Florian - CEO of Corgenius

"Most People Want to Get Their Affairs in Order to Avoid Leaving a Mess For Their Loved Ones"

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