Blog/ Product & Company

Wealthbox Announces Webinar Series with Kitces Speakers

April 23, 2024

Upcoming Webinars

Jeff Levine: 3 Estate Planning Themes for 2024 (CFP® CE)

Monday, May 13th @ 1:00 PM ET

*This webinar is eligible for 1.5 CFP® CE credits. Attendance at the live event is required.

Michael Kitces: Ask Me Anything!

Wednesday, May 22nd @ 1:00 PM ET

Dr. Meghaan Lurtz: 17 Follow-Up Questions to Enrich Client Conversations (CFP® CE)

Wednesday, May 29th @ 2:00 PM ET

Meghaan Lurtz, Ph.D. is a leading global expert on the psychology of financial planning. In this webinar, she’ll present the power of follow-up questions in building rapport and trust with clients. Learn why follow-up questions are essential, how to craft them effectively, and their role in enhancing client engagement and active listening.

*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required.

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