On Demand
Advanced Planning Skills: Integrating Academic Research and Technology into Your Service Delivery
This on-demand webinar will demonstrate how to deliver efficient and thoughtful financial planning services. We will showcase 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.
This on-demand webinar will:
- Explain how to evaluate peer-reviewed research in financial planning.
- Describe how to apply research findings to the delivery of all aspects of the financial planning process.
- Using case studies, apply research to financial planning problems that facilitate the competent delivery of financial planning advice.
*CFP Credits not applicable for viewing the recording
Speakers
Emily Koochel, PhD, AFC®, CFT-I™, BFA™
Manager, Financial Wellness
eMoney Advisor
Michael Kothakota, Ph.D., CFP®
CEO
WolfBridge Wealth
Timothy 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
This on-demand webinar will demonstrate how to deliver efficient and thoughtful financial planning services. We will showcase 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.
This on-demand webinar will:
- Explain how to evaluate peer-reviewed research in financial planning.
- Describe how to apply research findings to the delivery of all aspects of the financial planning process.
- Using case studies, apply research to financial planning problems that facilitate the competent delivery of financial planning advice.
*CFP Credits not applicable for viewing the recording
About eMoney
