On Demand
Exploring Life Transitions: Financial Planning for Clients Experiencing Major Change
Client life transitions come in many forms—from marriages, babies, and new home purchases to divorce, death, or a serious terminal illness.
Watch now as we review recent research on life transitions, the major financial changes that come with them, and how to use technology to plan for them. Plus, we’ll have a fireside chat with financial planner and Certified Financial Transitionist, Hannah Moore, CFP®, CeFT®, to learn how she applies her knowledge and skills to her client relationships.
You’ll leave this on-demand webinar knowing how to:
- Summarize and discuss life transitions that require social readjustment
- Recognize life events and their severe consequences for clients
- Implement financial psychology skills such as financial counseling and effective communication
*CFP Credits not applicable for viewing the recording
Speakers
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
Hannah Moore, CFP®
Owner and Principal Financial Planner
Guiding Wealth
Client life transitions come in many forms—from marriages, babies, and new home purchases to divorce, death, or a serious terminal illness.
Watch now as we review recent research on life transitions, the major financial changes that come with them, and how to use technology to plan for them. Plus, we’ll have a fireside chat with financial planner and Certified Financial Transitionist, Hannah Moore, CFP®, CeFT®, to learn how she applies her knowledge and skills to her client relationships.
You’ll leave this on-demand webinar knowing how to:
- Summarize and discuss life transitions that require social readjustment
- Recognize life events and their severe consequences for clients
- Implement financial psychology skills such as financial counseling and effective communication
*CFP Credits not applicable for viewing the recording
About eMoney
