Event Information
NAPFA Webinar - Helping YOU and Your Clients Through Stress, Fear and Anxiety (Peer-to-Peer Panel)
Online Webinar
Wednesday, April 22, 2020
3:00 PM - 4:00 PM
iCalendar
Central Standard Time
A Peer-to-Peer Panel moderated by Melissa Hammel
Panelists: Holly Donaldson, Rick Kahler and Scott Frank
Wednesday, April 22, 2020 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 CFP and 1 NAPFA CE in J - Communications
Member: Free; Non-Member: $39
The panel will provide some ideas on both acknowledging an advisor’s individual concerns and anxiety and how to prioritize self-care and develop a personal support system. The panel will also offer listeners some of their ideas on how to address client concerns during an ever-changing period of uncertainty.
Key Takeaways:
• Identify key sources of your clients’ anxieties
• Key actions taken to help address your clients’ concerns
• How do you share your humanness and feelings
• Discuss sources of the your (the advisor’s) anxiety/stress
• Current ways of finding support and self-care and how it helps you
• What is the difference in this event/time compared to other major events
Melissa Hammel CFP®, is a Licensed Professional Counselor serves as Vice President of Eugenias Wealth Management, a firm specializing in providing holistic Fee-Only® financial planning and asset management for individuals and families.
Rick Kahler, CFP®, president of Kahler Financial Group. Rick ifounded Kahler Financial Group in 1981 and became the first fee-only Certified Financial Planner™ (CFP®) in South Dakota in 1983. He is also co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth.
Holly Donaldson CFP® has been a featured speaker on the psychology of money in diverse venues, from university classrooms to national conferences. Her book, The Mindful Money Mentality: How To Find Balance in Your Financial Future, was called “..a great addition to an advisor’s shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads” by NAPFA Advisor.
Scott Frank, CFA, CFP®, founder of Stone Steps Financial, is also a Registered Life Planner (RLP). Scott’s firm was created to help professionals and families understand their financial lives and position themselves to reach their fullest potential. Scott currently serves on the NAPFA Leadership Development Committee.