Category: Working with Couples

Hyflex Teaching Best Practice (04/29/2021)

Many faculty juggled with the virtual learning environments during 2020.  The Hyflex is becoming the norm with many educational institutions. Dr. Chia-Li Chien, CFP, PMP interviewed Dr. Sharla Berry, the leading expert in online learning in the best practice of Hyflex teaching.   About Sharla Berry, Ph.D. Dr. Sharla Berry is an Assistant Professor in the Department […]

California Lutheran University Financial Planning Featuring Faculty Linda Clayton

March 24, 2021 Linda Clayton has a mantra that she lives by when working with her students and her clients. It’s a line from a song called For Good by the Broadway musical Wicked and it goes like this, “Because I knew you, I have been changed for good.” After Clayton has worked with either […]

How to Counsel Clients Without Shaming Them?

How to Counsel Clients Without Shaming Them?    Dr. Ekta Kumar opened up the webinar by explaining the difference between the interchangeable words; shaming and guilt. Shaming she said is having a judgment on an individual. It can then be hard to make change happen when feeling overwhelmed with this emotion. For example, “I’m terrible at […]

How to Use Effective Communication to Lead Clients?

How to Use Financial Counseling and Coaching Skills to Help Your Clients?   Failure scares many of us, if not all of us in some way. Whether it is something big like not achieving our dream job or something small like undercooking a chocolate birthday cake. Carrie Beckstrom, an expert in communicating and the CEO of […]

Social Security Claiming Pt. 2 – Mark Edwards, MBA, CFP®

Mark Edwards discusses social security, and the best time to apply for it. Along with explaining different scenarios and situations in depth with advice.

Social Security Claiming – Mark Edwards, MBA, CFP®

Mark Edwards discusses social security, and the best time to apply for it. Along with explaining different scenarios and situations in depth with advice.