FPA Connect: How Can Psychology Enhance Estate Planning and Financial Planning?
1 CEU for AFCPE® Professionals
Open to AFCPE & FPA Members
This webinar will discuss how we think understanding clients' life stages and personality types can improve communication with clients and help deepen estate planning and financial planning. We'll use our favorite personality typology and discuss examples from both estate planning and financial planning.
Ken Doyle is a retired financial planner, formerly licensed in general securities, life/health insurance, and real estate, and a tenured professor at the University of Minnesota—Twin Cities. Immediately upon completing his doctorate, he accepted a faculty position at Minnesota and has remained there ever since. He practiced financial planning with Strommen and Associates, St. Paul, and teaches a popular financial psychology course at Minnesota called The Symbolic Meanings of Money and Property, along with undergraduate and graduate courses in advertising, persuasion, and research methods. He is author of The Symbolic Meanings of Money and Property: In search of a talisman (Sage), Wealth Accumulation and Management (American Institute of CPAs), Ethnicity and Money (American Behavioral Scientist), and many other books and papers.
Larry Houk just retired after forty years of private practice in law, focusing on estate planning and elder law. He earned his BA degree in Political Science from Bethel College (now Bethel University), Arden Hills MN, and his JD from the University of Minnesota Law School. His clients prized his ability to make complex areas of law understandable. A popular lecturer, he has taught Continuing Education sessions for both Minnesota Continuing Legal Education and the Annual Tax Conference of the Minnesota Society of Certified Public Accountants. In retirement, he continues to be an active teacher, leading small-group studies using the Socratic method. This is his third book with Ken, including To Tax and To Ration: Medicare, Medicaid, and Our Long-Term Healthcare Crisis.
Exclusive for AFCPE and FPA Members. Registration is not required. Login link located in your myAFCPE Membership dashboard: https://my.afcpe.org/fpa_connects