Conducting a Financial Triage During Challenging Times Part III: Prioritizing Long Term Financial

Jun 16, 2020 02:00pm -
Jun 16, 2020 03:30pm
Online learning

Event Description

Financial Triage During Challenging Times Series - Part III: Prioritizing Long Term Financial Stability

June 16, 2020

2:00pm-3:30pm EST

In this final stage of the Financial Triage, you will learn Prioritization, a strategy to assist your clients in developing a clear, concise and realistic action plan. Learn how to assist your clients to effectively divide their list of to-do’s into things that must be dealt with now, in the near future and late down the roadr. This process will lead them one-step closer to financial stability.

Learning Objectives:
  • Help clients to best move forward and stay on track with finances.
  • Protect the credit file
  • Set realistic expectations
  • Teach clients money management skills that will lead to financial stability
  • Establish well defined short and long term financial goals
  • Moving forward and staying on track

If you have any questions feel free to contact

Event Type:Webinar
Early registration ends on May 12, 2020.
Regular registration starts on May 13, 2020 and ends on Jun 16, 2020.
Late registration starts on Jun 17, 2020.
(GMT-05:00) Eastern Time (US & Canada)

Register for this event