Client Impact Research: First-Year Results and Public Data Release Webinar

Results are in from the inaugural survey of the Financial Planning Longitudinal Study. During this hour-long webinar, the client impact study researchers will share initial key findings from the first year of the Financial Planning Longitudinal Study. Learn more about the study and register here.

The researchers will share details about publicly releasing the first-year survey data, which is available for use by researchers and other interested stakeholders.

Panelists include:

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

Register Now