'How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning?'

Next Gen Mentoring Forum

'How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning?'

Chia-Li Chien, PhD, director of the Financial Planning Program at Cal Lutheran, will interview Julie Fortin, CFP®, FBS®, CeFT®, on “How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning?” on March 11 at 11 a.m.

Financial planning is not just about increasing and safeguarding the client’s wealth but also their overall well-being. In this session, we will discuss the following questions:

  • What is Interpersonal Neurobiology (IPNB)?

  • Why can integrating Interpersonal Neurobiology into the financial planning approach improve the client’s overall net worth and quality of life?

  • How do you integrate IPNB techniques into the financial planning process?

  • When planners sense the client’s stress, what are the steps the planner can follow to change the narrative?

  • What is attunement: knowing oneself and others?

  • How do you integrate IPNB into the financial planning business model?

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!


Register

Register by March 10

Sponsored By
Financial Planning Program

Contact

Yvanna Herrera
yherrera@callutheran.edu
(805) 493-3678
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