Personal Financial Planning
Special Topics: Fall 2017
We will have two special topics sections in the fall. You must attend the class in its entirety for credit. If you have already registered, please adjust your section to the desired one below. We are not teaching a third section this fall, so please drop that section if you are already registered.
PFP 4175-001: Marketing and Business Development
Evan Beech is a CFP with Campbell Wealth Management in the Washington, DC area. He started his career in sales classes for four days a week as training, then moved on to Campbell in a business development role. Evan and his company's CEO have developed seminars, etc. that lead to over $60 million in new assets per year. Although Evan is a millennial, he sees the need for the traditional rainmaking role to drive business growth. This would be an excellent course for those of you in need of sales and marketing knowledge – ESPECIALLY if you think you are scared of the idea of selling your services as a financial planner!
Topic Leader: Evan Beech
Date: September 22, 2017
Time: 9 am - 4 pm
PFP 4175-002: Psychology of Money
Kathleen Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and the author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples. She is a sought-after keynote speaker on the topic of women and wealth and couples and money, and an expert in financial psychology. Kathleen served on the first CNBC Digital Financial Advisor Council and is quoted frequently in publications including The Wall Street Journal, MSNBC's TODAY Money, Forbes' ForbesWoman and her work has appeared in Money.com and CNBC.com. She is an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches Psychology in Financial Planning.
Date: November 10, 2017
Time: 9 am - 4 pm