ON-DEMAND WEBINAR

Advanced Planning Skills: Integrating Academic

Research and Technology into Your Service

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

Learn how scientific research helps financial planning professionals obtain the skills and knowledge to deliver evidence-based service to clients. We'll share the case for evidence-based practice as it relates to all competency areas of financial planning (retirement planning, insurance planning, investment planning, etc.). Through case studies, attendees will see the research-to-practice process, including ways it is integrated into the eMoney platform.

*CFP Credits not applicable for viewing the recording

Presenters

Emily Koochel, Ph.D., AFC®,

CFT-I™, BFA™

Manager, Financial Wellness and Education

eMoney Advisor

Michael Kothakota, PhD, CFP®

CEO

WolfBridge Wealth

Timothy M. Todd, PhD

Director of Wealth Management and Financial Planning Program

Liberty Law

Stu Heckman. PhD, CFP®

Associate Professor of Practice and PhD Program Director

Texas Tech University