Representation | On-Demand Webcasts
Breaking Money Silence Across Generations
In this session, Dr. Matt J. Goren, Assistant Professor of Financial Planning at The American College of Financial Services, and Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and host of the “Breaking Money Silence®” podcast, hold a discussion on the consequences of clients’ discomfort in talking about money issues, as well as tactics to improve communication about money across generations and advice on creating a client-facing questionnaire to facilitate conversations about money.
June 16, 2021
June 16, 2021
Representation | On-Demand Webcasts
CAAFP Breakout Session #3: “Moving Forward Together to Close the Wealth Gap”
April 30, 2021
Representation | On-Demand Webcasts
Understanding Financial Planning Challenges Facing Modern Women
April 28, 2021
Representation | Insights
Small Business Advisory Services in Diverse, Underserved Communities
April 07, 2021
Representation | Insights
COVID Exacerbates Financial Planning Issues in Underserved Communities
March 24, 2021
Representation | Research
How Can Financial Advisory Firms Prepare for A More Diverse Future?
December 01, 2020