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VLE 3: Communication Essentials for Financial Professionals

This is a free webinar hosted by the Personal Finance concentration area of the Military Families Learning Network.

Have you ever wondered why some participants in educational seminars, counseling sessions, and events fail to take action on suggestions and recommendations? It may be that the way in which information is presented and communicated fails to match the unique needs of individuals. In this webinar, you will learn how to apply a variety of communication and counseling techniques to your work with military families and others who may be seeking financial guidance. Outcomes from the webinar include understanding how factors such as body language, voice tone, the use of silence, questing, empathy, and sensitivity in communication can be used to connect with others and lead them to take action.
This webinar is the 3rd in a 3-day Virtual Learning Event hosted by the Military Families Learning Network's Personal Finance team.

CEUs



AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here. This webinar is approved for 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC).

How to Join the Webinar:

You may connect via the APAN Connect system or Ustream. For tech support for either system, email us at milfamln@gmail.com.

  • APAN Connect (direct interaction with presenters and audience)

    • To get the URL for the webinar, register in the grey box at the top-right of this page

    • Go mobile by viewing on the Adobe Connect app (Android & iPhone compatible)

    • If you cannot access APAN Connect, view via YouTube Live

  • YouTube Live (broadcast only, limited interaction)

Visit our How to Join page for full information on viewing options and troubleshooting tips.

Speaker

Joseph Goetz, Ph.D., is an Associate Professor in the Department of Financial Planning, Housing and Consumer Economics at the University of Georgia. His research focuses on financial planning behaviors and financial therapy; more specifically, within the context of financial planning, he examines the fiduciary standard of care, investment risk tolerance, and pedagogical techniques.

https://youtu.be/OHmei9Nd0wU

Molly Herndon (Guest)

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The Extension Foundation was formed in 2006 by Extension Directors and Administrators. Today, the Foundation partners with Cooperative Extension through liaison roles and a formal plan of work with the Extension Committee on Organization and Policy (ECOP) to increase system capacity while providing programmatic services, and helping Extension programs scale and investigate new methods and models for implementing programs. The Foundation provides professional development to Cooperative Extension professionals and offers exclusive services to its members. In 2020 and 2021, the Extension Foundation has awarded 85% of its direct funding back to the Cooperative Extension System, 100% of funds are used to support Cooperative Extension initiatives. 

This technology is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of useat extension.org/terms.

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