On Demand

Where Wealth Thrives (1 CFP® CE Credit)

Transitions are hard, and transitioning from one socioeconomic class to another is no less difficult. Our upcoming webinar will draw upon the work of Dr. James Grubman, in which he coined the phrase, “Lands of Wealth.” Utilizing a systemic lens, Dr. Sonya Lutter will guide participants to the types of conversations they can expect to have across generations regarding wealth and well-being.

*CFP Credits not applicable for viewing the recording

Speakers

Sonya Lutter, Ph.D., CFP®, LMFT

Director of Financial Health and Wellness at Texas Tech University’s School of Financial Planning | Partner of No Coast Financial Group |

Owner of Lutter Consulting

Emily Koochel, PhD, AFC®, CFT-I™, BFA™

Manager, Financial Wellness

eMoney Advisor

*CFP Credits not applicable for viewing the recording

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About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.