Listening, Processing and Understanding: Working More Effectively with Clients in Personal Finance
Events
- Tuesday, June 5, 11 a.m.ET: Understanding Your Client’s Relationship with Money with Dr. Barbara O’Neill
- Wednesday, June 6, 11 a.m. ET: Empathy & Ethics in Personal Finance with Dr. Michael Gutter. This is a 2-hour ethics session.
- Thursday, June 7, 11 a.m. ET: Communication Essentials for Financial Professionals with Dr. John Grable and Dr. Joe Goetz.
- Thursday, June 7, 1 p.m. ET: Capnote Discussion with Jerry Buchko.
All sessions are free. Registration is required. Click on the hyperlinked titles above to register and find out more information about each session.
