Join us a 3-day learning event June 2-4 that will focus influencing positive change in clients. The 2015 Personal Finance Virtual Learning Event is an online learning opportunity to connect with colleagues, broaden your professional network and learn from experts in the field.
On Tuesday, June 2 at 11 a.m. ET Dr. Barbara O’Neill will present Motivating Clients to Develop Positive Financial Behaviors. This webinar will describe ways to prompt positive behavior change in others. It will begin with a discussion of three leading behavior change theories and the concepts of locus of control and time preference. It will then discuss 20 specific financial behavior change strategies, relevant concepts from the field of behavioral finance, and implications for financial practitioners.
On Wednesday, June 3 at 11 a.m. ET, Dr. Mary Bell Carlson will present Financial Therapy Insights for Financial Counseling and Education. This session will explain what financial therapy is and how it differs from financial counseling, coaching, and planning. You will learn some of the specific techniques and models used in financial therapy and even some tips on how to incorporate some of these techniques into your sessions to help facilitate the opportunity for lasting financial behavior change with your clients.
On Thursday, June 4 at 11 a.m. ET, Jerry Buchko will present Financial Coaching. This webinar will deliver step-by-step techniques financial educators can employ to influence positive behavior change in their clients.
Each 90-minute webinar will be followed by a 1-hour Twitter chat. Engage, ask questions and post comments by using #MFLNchat.
More details on this 3-day event are available here. We hope to see you online June 2-4!
This post was published on the OneOp blog on April 21, 2015.