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Become a Hero to Your Clients! Teach Them How to Invest in Joy and Become Happier!




 Become a Hero to Your Clients! Teach Them How to Invest in Joy and Become Happier!
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Finance; Personal Development
Item Number: 15PPM0303
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

This webinar will examine the psychology and neuroscience involved in the relationship between money and happiness. The way we manage and spend our money has an enormous impact on our happiness. Many financial topics will be covered, such as planning for retirement, tax planning, and determining whether investments are appropriate for a person's goals. Practical strategies (from the field of psychology) will be provided for adding more happiness to our lives. If time allows, we will have interactive exercises that provide humor, and attendees will select one or two changes they will implement immediately.

Learning Objectives

After completing this Webinar, attendees will be able to:

- Understand how money impacts happiness
- Evaluate their own lives and select changes to implement immediately
- Determine whether they are on track for financial security
- Summarize the benefits of getting off the "rat-race treadmill"
- Recommend the small changes that lead to big rewards

Who Should Attend

This topic is appropriate for all professionals as well as spouses of attendees

Presenter(s)

Donna Skeels Cygan, CFP, MBA
Ms. Donna Skeels Cygan, CFP®, MBA, is the author of The Joy of Financial Security: The Art and Science of Becoming Happier, Managing Your Money Wisely, and Creating a Secure Financial Future. She has been recognized numerous times as one of the top financial advisors in the U.S., and has been quoted in many publications, including the Wall Street Journal, the New York Times, Forbes, Kiplinger’s, USA Today, Investment News, and Financial Advisor Magazine.

Ms. Skeels Cygan is the president of Sage Future Financial, LLC, in Albuquerque, New Mexico, and has been serving clients across the U.S. for over 16 years. She has appeared on many TV stations across the country and is passionate about helping people attain financial security while also becoming happier.