“Client Impact Research Study: Year One” Webinar

Please join us for an update on the Client Impact Study, a 10-year longitudinal research study that aims to compare financial and non-financial outcomes of a diverse and representative sample of U.S. households when one chooses to work with (or not work with) a financial planner and, more specifically, a CFP® professional. The research team will discuss the results and key takeaways from the inaugural survey conducted in 2024. Participants will have the opportunity to provide input about the study.

Presenters for the event include:

• Sonya Lutter, Ph.D., CFP®, LMFT, Texas Tech University
• Stuart Heckman, Ph.D., CFP®, Texas Tech University
• Emily Koochel, Ph.D., AFC®, CFT-I™, eMoney
• J. Michael Collins, Ph.D. University of Wisconsin-Madison
• Kevin Roth, Ph.D., Managing Director, Research, CFP Board

Register Today