Wednesday, October 19, 2022
2:15 P.M.-5:00 P.M. CST
Two hours of programming followed by a reception
Embassy Suites, Olathe
This meeting sponsored by:
Mastering The Human Side of Advice
Brendan Frazier
Founder, Wired Planning
Every financial advisor knows that oftentimes the biggest barrier for clients to overcome on their path to financial success has more to do with their brain than their budget. More to do with mindset than money. Behavioral finance research has done a great job teaching us why clients don’t always act rationally despite knowing what they’re supposed to do. But the key is knowing what to do about it. It’s time to learn the behavioral and psychological principles you can apply in your practice to enhance client outcomes and forever change the trajectory of your business.
Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, a keynote speaker and one of Investopedia’s Top 100 Financial Advisors. He helps financial advisors around the world master the human side of advice to enhance client outcomes and ignite growth in their business.
FAFSA Changes that WILL Impact Your Clients
Cozy Wittman
Education and Partnerships, College Inside Track
Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation.
These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families.
This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations!
As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! She was featured in The Journal of Financial Planning on the subject of college planning.
Cozy is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of 5 kids with very different goals for college so she is no stranger to the challenges around college search.
Registration Fees:
Includes CE and reception
Members $29
Non Members $99
Continuing Education:
CFP® - two hours approved
Kansas Insurance - two hours approved