Event Information

Export to iCalendar

NCEF Webinar - Financial Planning for Clients with Scarcity & Debt

Tue, Feb 25, 2020   1:00 PM - 2:00 PM

Online Webinar, ,

Presented by:
Paul Lim, CRPC®, CFP®, The Wealth Consulting Group
Tuesday, February 25, 2020 at 1:00 - 2:00 PM ET (12:00 noon CT, 10:00 am PT)
Earn: 1 CFP® CE and 1 NAPFA CE in A-Financial Planning Process
Member: Free; Non-Member: Free

This webinar is an Advisor’s Guide to providing value to Non-affluent Prospects and Clients. The majority of Financial Planning strategies are created and intended for those with an abundance of resources (often focused upon tax-reduction and legacy planning). But what is an altruistic advisor to do when faced with a client or prospect of more modest means (or even dire financial circumstances)? Client-facing advisors should strive to be a valuable resource to all people they encounter.

This program is offered through the NAPFA Consumer Education Foundation (NCEF).

Additional Information

Registration Information

 Registration NamePrice Level
No records to display.

Contact Us

If you have any questions, please email info@napfa.org.