Events for December 2022

December 2022

December 8 @ 12:00 pm

Helping Clients Prepare for Tax Season Tax season can be tough for both counselors and clients.  This webinar will focus on how you can help your clients prepare for tax season, including the questions you will want to ask your clients before meeting, the documentation clients will need to gather,…

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FPA Connect: Understanding Cryptocurrency and Other Digital Assets Educating about digital assets requires an understanding of the underlying technology. What are they? How do they work? And, what new risks do they present? It also requires applying the traditional lessons of risk management, diversification, rebalancing, counterparty risk, liquidity risk, fraud…

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January 2023

The Psychology of Money: Understanding a Client’s Financial Decisions** Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a…

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FPA Connect: Creating Trust and Transparency in the Client Relationship Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals…

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March 2023

March 15, 2023 @ 1:00 pm

Helping Clients Overcome Money Anxiety Ryan Law, CFP® and AFC®, is the Director of the Utah Valley University (UVU) Money Success Center. An award-winning educator, teaching financial counseling courses as part of the Personal Financial Planning Program at UVU, Ryan is also the author of the book “Student Loan Planning” and co-editor of…

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