Partner Trainings

Upcoming events

    • 29 Oct 2018
    • 10:30 AM - 2:30 PM
    • 9200 Basil Court 4th Flr. Room 410 Largo, MD 20774
    • 17

    Influencing Change and Secrets to Habit

    Influencing Change-How Habits Affect Financial Wellbeing

    Habits are hard to form or to change. Clients often rely on habits with their financial decision making versus exploring if their habits are helpful or getting in the way. There's no one EXACT way to change a person's habits as it is very personalized. Explore new research on habits, how they are formed in a person's brain, scientific explanations on why habits exist, methods to create new or change old habits and fostering better financial decisions.

    Learning Objectives:

    • Understand the physical and biological aspect of habit forming
    • Understand how habits work in a person's day to day living
    • Understand habit "personality" types and how these affect our ability to make or break habits
    • Learn strategies to form new habits
    • Explore how to help clients understand how their habits affect their financial decisions and ways to effectively change habits
    Lunch is included along with Networking opportunities.

    • 13 Nov 2018
    • 10:00 AM - 11:00 AM
    • Webinar

    Money can be a major stressor for the clients we serve. Learn how money can impact relationships and how to help your clients speak with the people in their lives about their money.

    • 11 Dec 2018
    • 10:00 AM - 11:00 AM
    • Webinar

    Every year the tax code has updates and changes made to it. With tax time right around the corner, learn how changes may affect your clients and what they can do to prepare for them.

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