Keith and Beth 6

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

In this course, you’ll follow financial planner Hannah Moore, CFP®, as she guides clients Keith and Beth through their sixth planning meeting. The session focuses on real-world risk management strategies, long-term care planning, and Roth conversions.

You’ll see how Hannah models both technical guidance and emotional intelligence, helping clients reflect on their experiences and navigate complex decisions in a supportive, relationship-centered environment. By blending expertise with empathy and clear communication, this course demonstrates what holistic financial planning looks like in practice.

Course learning objectives:

• Evaluate a client’s current insurance coverage and identify opportunities for improved risk management through disability and life insurance planning.
• Interpret client experiences and emotional responses to guide long-term care planning recommendations.
• Demonstrate effective use of planning tools and software to illustrate projections, taxes, and Roth conversion timelines.
• Explain the relationship between tax strategy, insurance coverage, and education funding.
• Recognize how engaging family members in planning conversations can enhance client trust and generational planning outcomes.

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 2.5 CE hours.