New Webinar: 5 Success Secrets to Client Financial Goal Setting

Tuesday, January 21, 2014

2:00 PM ET / 11:00 AM PT

Do you know the top New Year’s resolution every year? It’s improving personal financial circumstances (along with losing weight). The best fsw-300x300way to turn resolutions into reality? Goal setting. Attend this webinar to understand how to both set and achieve your [and your clients’] financial goals for 2014!

Includes the new Financial Social Work Goal Setting eBook for free!

Join us to learn:

  • How setting goals provides opportunities.
  • How to engage clients.
  • How to set, monitor and realize goals.
  • How technology can help.
  • The 5 Success Secrets.
  • Q&A session included.

Note: This webinar was originally scheduled for Tuesday, January 14th, but was later rescheduled for Tuesday, January 21st due to unforeseen circumstances.

Written By Reeta Wolfsohn, CMSW

New Webinar: 5 Success Secrets to Client Financial Goal Setting was originally published @ Center for Financial Social Work and has been syndicated with permission.

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