Recorded 6/13/2017

This webinar explores money biases and strategies to help clients get past money biases. The importance of a planner evaluating his or her own money biases will also be covered.

Cindy Shnaider, MSF, is Co-Chair of the Graduate Studies Program at the College for Financial Planning, as well as teaching courses in the financial major and the introductory communications course. She also teaches at Columbia College.

Complexity Level: Intermediate