SOUND FAMILIAR?

You give your clients excellent financial adviceso why do some of them ignore it or even defy it?

You know your clients are super emotional during divorce & widowhood but you're not sure how to help them make better choices.
You’d like to help your clients overcome their self-sabotaging money behavior, but that wasn't part of your training.

What if You Could Learn the Secrets to Helping Your Clients Make Wise Money Decisions NOW That They'll be Happy with Later

THAT'S EXACTLY WHAT YOU'LL GET WITH THIS 60- MINUTE TRAINING!

 

INTRODUCING

It’s a very emotional situation when your client is facing widowhood or divorce. The likelihood of making disastrous money mistakes skyrockets during this time.

This 60-minute webinar gives you the information and tools to assist your clients with making wise financial decisions during these difficult life transitions.

​​​​​​​They'll thank you for helping them make the right decisions now that they'll be happy with later!

This course has been granted 1 CE unit by the CFP Board.

 

YOU WILL LEARN

 
 
 
 

Understanding the Stages of Grief 

recognize your clients’ emotional state and guide them to make good financial choices

3 Divorce Emotional Money Landmines 

and how how to guide your clients successfully away from the danger

Handling the Finances for the First Time

and how to take the overwhelm and stress out of their daily money management

Money Mistakes During Widowhood

recognize the extremes & help clients achieve a healthy balance

WHAT'S INCLUDED

60-Minute Video Lesson

Exercises & Tools to Use with Your Clients for Overcoming Emotional Money Challenges

Satisfy Your Continuing Education Requirements

(Course has been accepted by the CFP Board for 1 CE unit.)

7-Page PDF Guide

Access to the Video Lesson for 1 Year

INVESTMENT FOR THE WEBINAR

EMOTIONAL MONEY MISTAKES DURING DIVORCE & WIDOWHOOD

Only $77! Plus, CFP's earn 1 CE unit!

Help Clients Avoid Costly Mistakes During Divorce & Widowhood!

IMMEDIATE ACCESS TO THE TRAINING

ENROLL NOW

7 Pillars, LLC  is a CFP Board CE Sponsor