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Wednesday, May 6, 2009
4:00 p.m. – 5:00 p.m. Eastern Time
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:
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Evan Cooper Deputy Editor InvestmentNews | |||
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Lisa Shidler Reporter InvestmentNews | |||
Panelists:
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Doug Lennick Principal Lennick-Aberman Group
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Shani Robins, Ph.D. Founder and Director Wisdom Therapy Institute Principal MYT Group, LLC
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George H. Walper Jr. President Spectrem Group | |||
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