Meeting/Event Information

General Membership meetings are typically held the third Friday of every other month at Quarry Oaks Golf Club in Ashland, NE. Meetings typically begin between 9:00 AM and 10:00 AM and end by 3:00. Visitors are welcome, however, advance registration is required.

Most meetings provide 4-5 hours of continuing education.

Grounding Client to Their Financial Purpose

 

May 19, 2021
10:00 AM - 11:00 AM
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Join us on Wednesday, May 19th for Our Next CE Webinar!

Grounding Your Client to Their Financial Purpose

Presented by Derek Hagen, CFP, CFT-I, FBS, CFA, CIPM, Money Health Solutions

Money touches every area of our lives. Additionally, it’s gotten easier to spend our money, making it easier to not pay attention to our finances. Ignoring our finances makes it harder to understand money’s role in our lives.

Many people find themselves living their lives through the lens of what they think they are supposed to do. This can be uncomfortable because our behaviors aren’t aligned with our values. Other times, it tempts us to focus too much on short-term events, and less on the bigger picture.

 

Learn the importance of financial purpose. You already create an investment policy state that outlining the purpose of their investments. Take it a step further; help them create a statement of financial purpose that outlines the purpose of their money, in general. Help them understand what their money is for.

 

Life is short; help your clients live intentionally.

 

Derek Hagen, CFP, CFT-I, FBS, CFA, CIPM is a financial behavior expert and founder of Money Health Solutions, a financial therapy and financial life planning firm. Derek supports financial health, financial behavior change, and intentional living. He helps clients design a life that brings them meaning and purpose with less stress. Derek earned a Graduate Certificate in financial psychology and behavioral finance from Creighton University and a Bachelor of Arts in economics (summa cum laude) from Minnesota State University Moorhead. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist-I™, Certified Financial Behavior Specialist®️, and Chartered Financial Analyst designations. He has financial life planning training from The Society of Advice and Exquisite Listening®️ training from Klontz Consulting.

 

This webinar will provide one hour of CE for CFP, Legal, Accounting and PACE (pending approvals).

 

Registration

Online registration is now open! Within 48 hours of registering, you will receive a confirmation email from the GoToWebinar system containing information about joining the webinar. Be sure to check your spam if the confirmation email doesn't show up in your inbox.

Questions?

Contact Joe Pittman at [email protected] or 402-881-6467 cell.

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Tickets

$0.00 Season Pass (previously purchased)

$10.00 FPA Member

$20.00 Non-Member

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