VLE 3: Communication Essentials for Financial Professionals

Event starts: Thursday, June 7 at 11:00 am EDT

Event ends: Thursday, June 7 at 12:30 pm EDT

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.


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

  • 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.


John Grable, Ph.D., CFP(r) is a professor in the Department of Financial Planning, Housing and Consumer Economics at the University of Georgia. He is an Athletic Association Endowed Professor of Family and Consumer Sciences. His research interests include financial risk-tolerance assessment, behavioral financial planning, and financial decision making. His work tends to be applied and focused on helping consumers and financial service professionals navigate the increasingly complex financial marketplace. Working with colleagues in the ASPIRE clinic, he is actively engaged in conducting evidence-based research.

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.

Created by Molly Herndon

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