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 Export to Your Calendar 4/17/2020
When: March 27
12:00 - 1:00 pm
Where: Zoom
TX
United States
Contact: FPA Houston


Online registration is available until: 4/17/2020
« Go to Upcoming Event List  

 

  

Hey, FPA Houston! Come join your peers this Friday via Zoom for an open round table discussion to connect and discuss topics that are pressing in your current work life. This is a stressful time for planners, particularly those with limited experience, much less in a major downturn like this.  A recent Kitces.com article "Self-Care and Self-Compassion in Times of Financial Stress and Anxiety" referenced that even if advisors are caring for their clients well, this can lead to secondary trauma, where planners take on their client's stress and fear.  Having a place where we can gather during this crisis will hopefully make things easier to navigate.

 

This event is designed for NexGen, however, any FPA member or allied professional is encouraged and welcome to join!

 

These calls will occur each Friday from noon - 1:00 pm, through May 1.

 

"PLANNERS DURING CRISIS COMMUNITY"

 

  • How to talk to clients in a crisis
  • Using online tools and services to help client communications
  • How to prepare to talk online (public speaking drills from expert sources!
  • Self care in times of stress and anxiety

 

 

There is no cost to attend!  Your online RSVP for each call you plan to participate in is appreciated....but not required.

 

Event Dates:  3/27,  4/3,  4/10,  4/17,  4/24,  5/1

 

Join Zoom Meeting:  https://zoom.us/j/238683026

 

Dial: 1-346-248-7799

 

Meeting ID: 238 683 026

 

 

 

 

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