2020 Webinars

 Every presentation is scheduled for the First Friday of every month at 1pm EST, unless otherwise noted.

March 6, 2020



Utilize Personality Traits to Enhance Client Connection, Communication, & Convincing (3 C’s) Within the Financial Planning Process 

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This presentation aims to increase the attendee's overall knowledge of personality trait history, theory, and assessment with a particular focus on The Five-Factor Moded personality traits.  A complimentary presentation focus is to present recent empirical research findings to provide an example of how financial practitioners can use personality trait assessment in their financial planning practices, and where the assessment can integrate into their processes.  Ultimately, personality trait identification may help enhance the 3'C of client interaction and motivation:  Connect, Communicate, & Convince (i.e. recommend, nudge, implement).

Presenter: Preston D. Cherry, MS, CFP ®

Preston D. Cherry, MS, CFP ® is a Ph.D. Candidate in the Personal Financial Planning Department at Texas Tech University.  His current research centers on the associations of personality traits with areas of financial uncertainty risks such as life longevity, unexpected loss of life, and end-of-life health.  Preston also serves as an Instructor at Texas Tech University and Dalton Education.  Over 12 years, he has served in lead and internal financial planning roles and institutional retirement sales. He has also served as an RIA co-investment manager of $120M in firm assets, and a mutual fund wholesaler.  Preston is the Founder & President Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving mass affluent households and business owners across generational lines.  He has served on several boards across the financial planning profession and throughout his community.

Upcoming

April

Financial Anxiety: What is it and how can therapists use existing skills to help.
Lindsay Bryan-Podvin, LMSW


Webinar Pricing:

FTA Professional Members: $10

FTA Student Members: $5

Non-members: $39  Please consider joining FTA! Click here: Membership

Cancellation and Refund Policy for Live Webinars: Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows.


Previous Webinars:

Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!