Week of Events
Client Communication & Counseling
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.
Retirement Benefit Basics: The DoD Survivor Benefit Plan Planning ahead for the care of loved ones in the event of death can be a daunting task for retiring service members and their families, but it is important to understand available benefits in order to make informed decisions. Be prepared to educate your clients by furthering your understanding of the DoD […]