All Day

Advancing Food Security for Military Families (OneOp)

Webinar / Online Meeting Online Meeting

The program is a 90-minute asynchronous course. Advancing Food Security for Military Families is a self-paced course developed by national food security expert Dr. Angela Odoms-Young. Use this professional development opportunity to expand your capacity to support food security among the military families you serve. Learn about existing initiatives that address food insecurity in military families. Examine the multilevel factors […]

Predictably Irrational Book Study

Webinar / Online Meeting Online Meeting

Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions. The book and research by Dan Ariely, Predictably Irrational explains […]

An Evidence-Based Communication Schedule to Retain and Gain Clients

Webinar / Online Meeting Online Meeting

As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often research suggests you should meet with clients. He’ll cover everything […]

Can a person’s Habitudes change?

Webinar / Online Meeting Online Meeting

The quick answer is “yes”. This is a chance to explore what motivates people to change their relationship with money and indicators that they are or are not ready to do that.