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December 14, 2023 @ 12:00 pm - 1:00 pm EST
Who Is Your Client? Uncovering The Characteristics That Impact Finances
As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it can be integrated into your discussions on estate planning through real practical application.
$50 or free for AFCPE members