Subscribe

Webcast series: Are You An Emotionally Intelligent Adviser?

Wednesday, May 6, 2009 4:00 p.m. – 5:00 p.m. Eastern Time View the archive…

Wednesday, May 6, 2009
4:00 p.m. – 5:00 p.m. Eastern Time
View the archive

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Download the non-IMCA CIMA CE submittal form

Viewers are eligible for CE credit up to 1 year from the live event.

Do you know how to manage
the expectations of affluent clients? Take a free EQ assessment
and then find out what the results mean from top behavioral finance
experts who will lead a discussion on succeeding in today’s volatile
environment.

Moderators:

Evan Cooper
Deputy Editor
InvestmentNews
Lisa Shidler
Reporter
InvestmentNews

Panelists:

Doug Lennick
Principal
Lennick-Aberman Group
Shani Robins, Ph.D.
Founder and Director
Wisdom Therapy Institute
Principal
MYT Group, LLC
George H. Walper Jr.
President
Spectrem Group

View the archive

Sponsored by:
https://s32566.pcdn.co/wp-content/uploads/assets/graphics src=”/wp-content/uploads2009/04/CI61020421.GIF”

Learn more about reprints and licensing for this article.

Recent Articles by Author

Webcast Series: Using Social Media to Market Your Practice

Tuesday, July 14, 2009 4:00p.m. – 5:00 p.m. eastern time View the Archive…

Mid-year outlook: What’s in store for the economy and the markets?

Tuesday, July 28, 2009 4:00 p.m. – 5:00 p.m. Eastern Time View the…

Webcast Series: Weighing the Alternatives

Wednesday, June 24, 2009 4:00 p.m. – 5:00 p.m. Eastern Time View the…

Looking for Yield

After the past year, investors are hungry for safe returns. But where can safe returns be found? Tuesday,…

50 Cost-Saving and Money-Making Ideas in 50 Minutes

Tuesday, June 9, 2009 4:00 p.m. – 5:00 p.m. Eastern Time View the…

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print