Friday, 26 July 2019
Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion!
July 31, 2019
2:00 PM Eastern
(1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific)
In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan.
Tuesday, 25 June 2019
Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient. This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals.
Women Winning is hosting its 37th Annual Luncheon, featuring Congresswoman Maxine Waters. The event will be held on Monday, June 17, 2019 at the Renaissance Minneapolis Hotel, The Depot.
Wednesday, 05 June 2019
The Women Winning Annual Luncheon is a gathering of more than 1,100 women, men, and allies to support Women Winning’s mission to recruit, train, and elect pro-choice women to all levels of public office. The Annual Luncheon allows Women Winning to keep our robust, one-of-a-kind candidate training and development programming completely free of charge for all pro-choice women — breaking down barriers that have traditionally prevented women from engaging in the political process.
More information about the event and sponsorship opportunities is available HERE. We hope that you will join us!
Helping Clients Reach Their Goals Through Financial Coaching Workshop
Thursday, 09 May 2019
This event was sponsored by the Personal Finance Program and the Center for Financial Security through the UW Madison School of Human Ecology. This workshop was designed to increase financial professionals’ understanding of coaching theories & skills, recognize the role of values & motivations, and identify applications in professional practice. There was also a structured networking lunch for current Personal Finance students and the workshop attendees to share their financial planning experiences during and after graduation.
The Challenges of Transitions: Understanding the personal side of money.
Wednesday, 08 May 2019
There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change.
