FPA of Pittsburgh February 8 Breakfast Meeting

Summary

Your Client Already has a Foundation, Join Them Where They Are!

Building a stable foundation for a client’s long-term financial well-being requires more than knowing the balances of their investment accounts, the type of insurance they have or whether they use a home equity loan or a portfolio loan to purchase their vacation home.  This session will explore how Systems Theory, Stages of Change Model, and culture influence an advisors work with clients both positively and negatively and how an interdisciplinary approach can help with behavior change.

Priebe bio picture 2
Presented by Amanda L. Priebe, CFP®
Wealth Strategist
Assistant Vice President
PNC Wealth Management®
 

2 CFP and 2 PA insurance credits granted.

Details

  • When

  • Thursday, February 8, 2018
    8:30 AM - 11:00 AM

  • Where

  • Rivers Club
    One Oxford Ctr, 301 Grant Street
    Pittsburgh, Pennsylvania 15219

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