Bridging the Gap: Building a Community of Financial Well-being

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
Schedule Subject to Change

Title: Coach's Corner
Thursday, November 16th, 2017
What is this coaching thing all about and how is it different from counseling? Come on to the Coach's Corner and see first-hand how you can integrate coaching skills into your planning practice. Coaching is not a replacement for financial counseling but a way of working with clients to support them in implementing the plans you create AND taking charge of their financial choices.

Come check out real coaching session and practice using one of the tools I use in financial coaching sessions.

During our time together you will:

- Watch a demo of a coaching conversation

- Share your reflections on what the demo

- Practice using a brief coaching tool

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