Compassionate Financial Conversations in Funeral Service
Wed, Feb 18
|GoToWebinar
Presented by Ben Pooser of Express Funeral Funding. Equips funeral directors with practical tools and confidence to navigate one of their most challenging responsibilities - discussing financial matters with grieving families.
Time & Location
Feb 18, 2026, 3:00 PM – 4:00 PM
GoToWebinar
About the event
About this course:
Ben Pooser, EFF’s Southeast Account Manager and a 4th generation licensed funeral director and Pre-Need Producer, will be presenting.
This course equips funeral directors with practical tools and confidence to navigate one of their most challenging responsibilities - discussing financial matters with grieving families. Through three relatable opening scenarios that funeral directors immediately recognize, the training explores the psychology of grief and financial stress, provides specific language and techniques for opening financial conversations with empathy, and teaches the CALM method for handling emotional responses. Participants learn discovery questions for both at-need and pre-need situations, practice scripts for common scenarios including multiple beneficiaries and families in financial distress, and receive strategies for creating supportive environments and building family confidence through empowering language. The program emphasizes preparation as an act of compassion, solutions for common insurance-related challenges, and concludes with role-playing opportunities and digital resources for continued skill development, ultimately transforming potentially stressful financial discussions into opportunities to provide comfort and reduce family burden during their most vulnerable moments.
PLEASE READ REGISTRATION DETAILS BELOW BEFORE REGISTERING
Things to know when registering:
When registering attendees, please make sure that you include accurate license numbers, and each attendee's name exactly as it appears on their license! If the name is formatted differently or incomplete, your state may reject our submission of your attendance.
Also, you will receive an emailed link to attend the webinar to each email address registered, but each link can only be used once, and each email address can only be registered once, so please ensure you have discrete emails for each person attending!
Where is this Continuing Education course approved for credit?
This webinar is so far approved for 1 hour of Continuing Education credit in: Alabama (26-0320), Florida (417294), Georgia (FUNCE000036), Illinois (274000093), Louisiana, Tennessee (19-084; in-person), and South Carolina, with further approvals pending.
Where is the webinar hosted, and how does it work?
It will be held through the platform GoToWebinar in an interactive format, so you will need to have a computer or phone with camera and microphone capabilities to attend. You will receive an email with a link to the webinar as the date approaches, which you will use to attend. Each emailed link can only be used by one person, so be sure that each person registering uses a different email address.
You must be present for at least 50 minutes of the hour to receive credit for the webinar. If you are unable to be present for the entire course, please reach out to us and let us know— course purchases can be applied to future courses as per our Refund policy.
How will I receive my certificate of attendance?
After the course, you will be sent your certificate of attendance via email, as well.
I am a member firm/member firm employee— how do I register to attend for free?
Member staff can be registered through the member's login. When logged in to the site, the cost of registration will automatically be waived for all tickets registered. Each staff member attending will need to be registered individually, with a separate email address, for their attendance to be logged, reported, and credited!
Refund policy
If you are unable to attend a course you have purchased, no refunds will be issued, but your purchase can be applied to a future course.
Tickets
Registration
Sale ends
Feb 18, 2:40 PM
$25.00
Total
$0.00