Submitted by Rica Zara on October 27, 2022 - 4:56pm
Advocis Presents: A Coffee Talk Webinar Building Your Clients' Financial Literacy
2022 Series - Episode eleven: Building Your Clients' Financial Literacy
What holds back clients from reaching the next stage in their journey? How should financial professionals apply financial literacy education to understand where clients are and assist them in addressing what is holding them back from their goal?
Join us on November 3rd at 11:00 am EDT for a Coffee Talk as Advocis welcomes Shalicia Harris, Founder & CEO of In Charge Inc. as she explains the different stages of financial literacy and the hierarchy of financial needs.
Please refer to the chart below for your local timezone:
As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot!
This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.
Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.
