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.
Predictably Irrational Book Study Group
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 […]
Practitioners Unite! Movie Discussion: Get Smart With Money
Practitioners Unite! Movie Discussion: Get Smart With Money
During this Practitioner's Unite! session, we will discuss the documentary Get Smart With Money. What were the positives? What was the documentary missing? How could it be improved? Get Smart With Money is a Netflix documentary where financial advisers share their simple tips on spending less and saving more with people looking to take control of their funds and achieve […]
FPA Connect: Upcoming Changes to Student Loans and Strategies to Maximize Forgiveness
FPA Connect: Upcoming Changes to Student Loans and Strategies to Maximize Forgiveness
How can you lower student loan payments? Which forgiveness plan is right for your clients? Join us as Tricia Kollath, a Certified Student Loan Professional and CFP®️, presents several of the new changes to Federal student loans in 2023. This will also cover the new Income-Driven repayment plan coming out in July 2023. What are the pros and cons to […]