Presentations & Webinars
Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at email@example.com for more information.
The Art of Personal Finances: The Importance of Being Coachable
Thursday, January 28th @11am.
In this webinar, Kelly will be discussing the characteristics of four internalized money mindsets we all have and how they affect our relationship with and use of money as a tool. From here, our Senior Advisor, Todd Brost, will discuss how individuals with each money mindset can be coached to develop a healthy and productive association with money.
Kelly M. Lewis, CFP®, JD, LLM
Todd A. Brost, CFP®
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