"From Personality to Saving Behavior: Bridging the Saving Gap" - Sarah Asebedo, Ph.D, CFP
06/26/17

"From Personality to Saving Behavior: Bridging the Saving Gap" Webinar

Guest Speaker: Sarah Asebedo, Ph.D, CFP®

Date: Monday, June 26, 2017

Time: 12:30PM-1:30PM PDT / 3:30PM-4:30PM EDT


ABOUT THE WEBINAR

Are you more open, conscientious, extroverted, agreeable, or neurotic? Sarah will provide an overview of these “Big Five” personality traits and what they mean for saving success. This presentation will also introduce a psychological framework that you can incorporate into practice to better understand your clients’ psychological makeup and tendencies for behavior. Positive psychological tools and resources will be discussed.

LEARNING OBJECTIVES

1. Define the major personality types.
2. Identify which personality types undermine saving behavior.
3. Communicate to clients how different personality types are related to saving behavior.
4. Identify appropriate communication strategies based on client personality type that promotes successful saving behavior

REGISTRATION

FREE to MQ Licensees:  REGISTER HERE!

$50 Fee for Non Licensees:  REGISTER HERE!  

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