Resource Center: Professional Development

Program

The New Financial Normal: Planning for Retirement In Uncertain Times

Learn coaching techniques to help clients shift their mindset
January 17, 2017

$50 Non-Members
$40 AFCPE & NAPFA Members

1 CEU for AFCPE & CFP Certified Professionals (meets FFC coaching requirement)

Are you finding it difficult to gain client commitment and follow through with recommendations and financial plans? With the changing landscape of retirement moving from traditional pension plans to 403B’s, 401K’s and Roth IRA’s, it’s no surprise that clients oftentimes feel overwhelmed by the alphanumeric soup.

In this seminar, America's Wealth Coach Deborah Owens will share unique insights that will help you move clients from inertia to action.

Attendees will learn:

1. Why understanding your clients psychographic is the key to client commitment.

2. How to help individuals make a shift in mindset, using coaching techniques.

3. Specific approaches that facilitate client decision making in a complex financial marketplace to help them achieve a secure retirement.

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Speaker: Deborah Owens is a financial expert, author and former financial executive who is on a mission to teach people how to turn their income into wealth. I can be seen nationally on TVOne’s News One Now Program as “America’s Wealth Coach.” In my WealthyU segments, I show people how to navigate what is now a complex economic landscape.

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