Advanced Planning Skills: Integrating Academic

Research and Technology into Your Service

**Delivery, Part 2 (1 CFP® CE Credit*)**

Building on insights from Part 1, this webinar will demonstrate how to deliver efficient and thoughtful financial planning services. The session will show how using eMoney gives clients an understanding of their current and future situations by pairing empirical evidence with client experience. Examples using estate planning, retirement planning, and savings will be provided. The session also serves as an example of the practical application of research.

*CFP Credits not applicable for viewing the recording

Presenters

Emily Koochel, Ph.D., AFC®, CFT-ITM

Manager, Financial Wellness and Education

eMoney Advisor

Michael Kothakota, Ph.D., CFP®

CEO

WolfBridge Wealth

Timothy M. Todd, Ph.D.

Director of Wealth Management and Financial Planning Program

Liberty Law

Stu Heckman, Ph.D., CFP®

Associate Professor of Practice and Ph.D. Program Director

Texas Tech University

Can't make it to the live session?