866-413-8093

Attend on: Wednesday, October 19, 2022, 2–3 PM EST. Free Registration. College CE and CFP® Credit Available*

Join a panel of female thought leaders in the financial services industry for a guided case study discussion surrounding behavioral finance, financial psychology, and financial therapy, and how all of them combined can maximize your clients’ experience—even through difficult conversations.

Join Chia-Li Chien, PhD, CFP®, PMP®, CPBC, Julie Fortin, CFP®, FBS®, CeFT®, and Meghaan Lurtz, PhD, FBS™, AFC in a panel discussion moderated by Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services, this webcast will guide financial professionals through three possible client scenarios and shed light on key “human skills” necessary to successfully navigate them, including:

  • An overview of cognitive and emotional psychology
  • An exploration of “money scripts”
  • An introduction to a motivational-based questioning framework
  • A look at nonviolent communication training, and more…

Fill out the form to register now!

*CFP® and American College Professional Recertification Program CE credit - 1 hour

FILL OUT THE FORM TO REGISTER FOR THE FREE WEBCAST

Expert Presenters:

Chia-Li_Chien_200px

Chia-Li Chien, PhD, CFP®, PMP®, CPBC®

Associate Provost for Graduate Programs
Associate Professor of Succession Planning
Master of Science in Financial Planning (MSFP) Program Director
The American College of Financial Services

 

JulieFortin_200px

Julie Fortin, CFP®, FBS®, CeFT®

Partner
Northstar Financial Planning

 

MeghaanLurtz_200px

Meghaan Lurtz, PhD, FBS, AFC

Professor of Practice
Kansas State University

 

Moderated By:

HilaryFiorella_200px

Hilary Fiorella

Executive Director
The American College Center for Women in Financial Services