GREAT NEWS!  We will have a drawing for 2 lucky planners to receive a copy of Andrea's new book coauthored with Steven Covey and/or 3 one hour planning sessions over a month period!

The economic downs and ups of the past two years have been difficult on clients and advisors alike. Many of the things we thought of as “true” are no longer the case, and clients are asking questions they never asked before. The economic foundations of our careers have been shaken and clients have to make decisions they hoped to never have to make. How do we deal with the “New Normal”? Learn how in a highly interactive session offered by Andrea White, Master Certified Coach from Financial Conversations®. 

Andrea White is a Master Certified Coach, specializing in work with financial advisors and planners. She is the owner of Financial Conversations®, a group of certified coaches providing individual and group coaching. Financial Conversations® also provides client and company meeting facilitation and strategic planning services.

Andrea earned the Master Coach Designation through the International Coach Federation (ICF).   She holds a B.A. in Social Welfare, a Masters in Business Administration, and a passion for making a difference in as many lives as possible. Andrea serves of the Board of Directors for the Financial Planning Association of Greater Phoenix and provides member benefits through NAPFA. She is also a frequent speaker at FPA chapter meetings, and is a member of the International Coach Federation.

We will be using the most current techology to speak with Andrea via live internet feed and review this presentation on PowerPoint!  Come and enjoy the camaraderie!