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Date:
August 9
Time:
8:00 am - 5:00 pm

Venue

Webinar / Online Meeting
Online Meeting

Other

Eligibilities
Open to all Professionals
CEUs / Credits
1.0
Options
This is a Live CEU program.
  • This event has passed.

August 9 @ 8:00 am - 5:00 pm EDT

“Financial empathy matters,” maintains Michael G. Thomas, Jr., because “it creates a safe space where people can express their financial vulnerabilities without the fear of shame.”

Learning Objectives:

  • Understand the direct relationship between financial empathy and building trust in a financial planner/client role.
  • Create actionable steps to not only act in but to promote a more financially empathetic financial services industry and workplace environment.

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