All Day

Client Communication & Counseling

Webinar / Online Meeting Online Meeting

Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

Predictably Irrational Book Study Group

Webinar / Online Meeting Online Meeting

The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that drive how we make decisions. While these decisions are often far less rational than we think, once we know more about them they can help us stay on top of our finances, interact better with others and live happier lives. Through this self-study program and discussion […]

Member Meetup: Creating Content Using Canva

Webinar / Online Meeting Online Meeting

During this Member Meet-up, you'll learn the basics of how to use Canva to promote your brand. Canva is a free-to-use online graphic design tool and app. Use it to create social media posts, presentations, posters, videos, logos, and more. This webinar will utilize the Canva app, so download it beforehand by heading to your app store! Presenter: Brianna Then, […]