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