Chapter events

Virtual Financial Planning Days
October 5 - 10

Times vary

Virtual Financial Planning Days feature experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to provide free Virtual Education and Virtual Zoom meetings.

The need for expert advice from local financial planners is great – especially during the COVID-19 pandemic. That's why our chapter is proud to offer this year's event as week-long, virtual sessions beginning Monday, October 5, and lasting through Saturday, October 10.

We need your help to make this year's event possible! If you are a financial planner and would like to volunteer your time and expertise, sign up for a time slot here. Student and career changers are also welcome to sign up as "shadow volunteers" to observe one-on-one consultations, too!

Chapter events

Virtual Chapter meeting
October 20

ZOOM Please register via Cvent
7:30 - 10:00 am
Presenter: Mary Schmid, MBA

Make or Break Conversations: The Science of Leading High-Trust Conversations
High-Trust Conversations are critical to your successful client-advisor relationships. Everything begins with a conversation. While you may be good at talking with clients, in a split second you can make or break trust in a conversation. Your conversations get muddled in translation and impacts how you engage, connect, interact and influence one another.

To establish trust you must first know the science behind building trust and the skills to respond in any conversation, even the challenging ones. When you lead a different kind of conversation your clients will emotionally connect, listen, and take action. Conversations built on this foundation develop trust and long-lasting relationships with deeply loyal clients.

RSVP by October 16, 2020