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Financial Triage During Challenging Times – Part III: Prioritizing Long Term Financial Stability

June 16, 2:00 pm EDT - 3:30 pm EDT

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In this final stage of the Financial Triage, you will learn Prioritization as a strategy to assist your clients in developing a clear, concise and realistic action plan. Learn how to assist your clients to effectively divide their list of to-do’s into things that must be dealt with now, soon and later which will lead them one-step closer to financial stability.

Learning Objectives:

  • Help clients to best move forward and stay on track with finances.
  • Protect the credit file
  • Set realistic expectations
  • Teach clients money management skills that will lead to financial stability
  • Establish well defined short and long term financial goals
  • Moving forward and staying on track
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