WHAT YOU GET
We’ve packaged resources to get you started
- Ready-made presentation
- Comprehensive facilitation guide to help you conduct the event
- Suggested activities that engage the audience with Financial Virtues
- Pre-event checklist
This program dives into human behaviors – sweet spots and blind spots – that help or hinder the achievement of financial goals. Grounded in behavioral science research, this seminar provides Financial Advisors with an engaging program to discuss:
For maximum engagement and value, Atlas Point recommends for each attendee to complete a a 5-minute Financial Virtues survey.
The seminar can be presented to a variety of audiences to showcase your focus on the behaviors that matter most when it comes to money.