Austin and Lindsay 8

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

 In this session, Hannah recaps how we have been able to watch their financial lives evolve as their circumstances have changed. They now have four children, and Austin has quit his stable job and started a franchise. With this leap into uncertainty, it becomes challenging to make projections for them. The question becomes how a financial planner plans outcomes for these uncertain situations. Additionally, Hannah provides commentary and insights to learners as they watch to give context and additional training.

Course learning objectives:

• Compare historical cash flow data to validate past financial decisions and guide future planning.
• Evaluate the influence of personal values and attitudes on financial planning outcomes.
• Identify client behaviors that may hinder sound financial decisions and develop strategies to address them.
• Analyze the impact of job changes on disability income insurance recommendations.

This course has been accepted by the CFP Board and 1 CFP Board CE hours may be earned. Additionally, students who complete this (Austin and Lindsay 8) course can submit their experience hours and proof of completion to the CFP Board for 50 standard pathway experience hours.