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Event Details
You Are Invited to a Complimentary
Continuing Education Webinar
for Financial Service Professionals
Please join us on Tuesday from 9 to 10 a.m. Pacific time for a complimentary one-hour Continuing Education Presentation, “Understanding Your Clients’ Relationship with Money.”
(The last one for the summer will be June 12th.)
Most likely you have experienced clients who have patterns and behaviors that do not always serve their higher financial interests. These behaviors can be perplexing, if not frustrating, for financial professionals.
In this session you will learn to understand some of the reasons clients behave the way they do. It will cover some of the latest findings in:
1. Neuroeconomics and Money
2. Clients' Money Patterns and Behaviors
3. Learning & Understanding Your Clients' Money Types
4. Strategies for Managing Clients' Money Types
The presentation will be given by Steven "Shags" Shagrin, JD, CFP®, Vice President of The Money Coaching Institute and Coordinator of Continuing Education Programs. With over 29 years in practice, Shags now trains and supports Certified Money Coaches and aligned professionals in their work with clients around creating and implementing more mindful money patterns and behaviors.
This presentation has been accepted by the CFP® Board for 1 hour of Continuing Education credit, which extends to acceptance for P.A.C.E. credit for those holding CLU®, ChFC®, CASL®, RHU®, REBC®, and CAP® designations.
Limited to 24 Registrants per Week
Where
WebEx Based Webinar
Web address, access code and toll-free dial in phone number to be provided prior to the workshop. You must be registered in order to receive this information.
Learn Valuable Information From The Comfort Of Your Own Computer
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