During the month of December, the Personal Finance team will take a look back at some of the wonderful webinars and programming we’ve presented this year, in order to give you a chance to watch the recordings and experience these events on your own time.
The Personal Finance Virtual Learning Event was held this year June 5-7. Our expert speakers tackled the topic of Listening, Processing and Understanding: Working More Effectively with Clients in Personal Finance. Events held that week included:
- Tuesday, June 5, 11 a.m.ET: Understanding Your Client’s Relationship with Money with Dr. Barbara O’Neill
- Wednesday, June 6, 11 a.m. ET: Empathy & Ethics in Personal Finance with Dr. Michael Gutter. This is a 2-hour ethics session.
- Thursday, June 7, 11 a.m. ET: Communication Essentials for Financial Professionals with Dr. John Grable and Dr. Joe Goetz.
- Thursday, June 7, 1 p.m. ET: Capnote Discussion with Jerry Buchko.
Recordings to each session are linked above, and on each page you’ll find details on how to obtain CEUs.
A tremendous amount of resources were shared during the 3-day event. We collected and organized these tools here.
In addition to our formal webinars, we had some fun on Facebook Live when Dr. Barbara O’Neill hosted a welcome event for the VLE.
CEUs are still available for these sessions. As the year slows to a close, take a moment to watch the recorded events and take the associated quiz. If you earn 80% or higher you’ll receive an emailed certificate of completion you can exchange for CEUs.