Sunday, September 29, 2024 • 9:45 am - 10:45 am

8H    Estate Cleanouts From A to Z: The Process & How To Get The Business

• Learn the key processes involved in estate cleanouts
• Understand the detailed tracking requirements for reporting to fiduciaries
• Hear the importance of consistent & thorough communication with all parties involved
• Learn how to connect with the expanding estate cleanout market
• Discover how to empty a 6000 square foot house in just 6 days!

Presenter: Chantale Bordonaro, Simplicity Source, San Francisco, CA

16H     Setting Goals & Reaching Them

• Understand the differences between goals, strategies & tactics
• Discover how to create SMART goals — e.g., “increase revenue”
• Learn to identify barriers in achieving your goal
• Hear about tools & assets to implement key strategies to meet your goal
• Find out how to set the tactics & timing for each strategy
• Learn how to execute the strategies you’ve developed

Presenter: Brian Greenwood, Smooth Transitions International, Columbus, OH

24H     Clinical Clutter & Hoarding Disorder

• Understand the clinical clutter & hoarding disorder spectrum — ranging from mild clutter to severe cases
• Learn to distinguish between severity levels to facilitate more peaceful & cost-effective transitions
• Hear the importance of assessing clients' needs, creating customized plans, developing an integrated approach & ensuring seamless transitions while offering a client-centered, trusting & empathetic approach
• Recognize your move managers’ pivotal role in supporting your clients affected by clinical clutter
• Embrace the importance of self-care for project managers — mindful of legal, safety & cultural considerations for these specialty cases

Presenter: Melissa Hladek, America’s Most Organized, New Milford, CT

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