Listening, Processing and Understanding: Working More Effectively with Clients in Personal Finance
Events
- 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.
All sessions are free. Registration is required. Click on the hyperlinked titles above to register and find out more information about each session.
2018 OneOp Personal Finance Virtual Learning Event Media Kit
