The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter.
By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality.
As cognitive issues can occur at any age, knowing the ways to protect our clients before there is a medical situation is essential. Christine will present practical tools, resources, and strategies for working with clients who are experiencing cognitive constraints. This topic is critical knowledge for financial professionals and for protecting the assets clients have built over the years.
In "Money and Memory: Beyond Retirement – Planning for the Senior Set" by Christine Moriarty, you will:
- Recognize different forms of cognitive impairment;
- Understand clients’ personal and financial restrictions as they age;
- Create systems in your practice to prevent scams, fraud and memory related money loss;
- Ease this transition for your client by instilling steps to help them now.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Christine Moriarty, CFP®, MoneyPeace
Meet Christine Moriarty, CFP®, MoneyPeace
Retirement planning experience
As an international speaker, Christine is sought-after for professional financial gatherings as well as conferences from across the country, where she has delighted audiences while educating them. She has been a sought-out expert and regular guest on her local CBS affiliate and has been a radio call-in host.
Ms. Moriarty has won the Certified Financial Planner® Best Consumer Award. She has also written for a host of magazines and papers, including Marketwatch.com and NextAvenue.org. Her writing samples can be found at: https://www.moneypeace.com/articles
Her writing is an outgrowth of meetings with over a thousand clients – individuals and couples, small business owners and corporate ladder types, young professionals, and retirees. The personalized touch is for the financially troubled or those struggling with success, couples, and business owners.
In addition to her work at MoneyPeace, Ms. Moriarty volunteers at Vermont Adaptive as a ski coach and delights in sitting down with a cup of Irish tea and a good book. She is living her dreams by residing in the Green Mountains and can be reached through her website at www.MoneyPeace.com
Retirement planning thought leadership and expertise
After recently retiring from a successful Financial Planning practice, Christine’s passion continues to be helping people understand and heal the deep emotional issues around money. The heart and soul of her work is to connect people with themselves, which is why it has had a meaningful, positive impact on thousands of people.
Christine’s own personal growth work guides her to help others access their inner wisdom to serve and understand how money leads to a greater impact on their quality of life. Bringing along her BS in Finance, MBA in Entrepreneurship and Certification in Financial planning with coursework in real estate, employee benefits and human resources as well as education and philosophy are background to her understanding of the human side of financial planning. Realizing early on that “People spend their emotions,” she sought to educate by digging deeper into the motivations of financial decision making. She has created a deeply personal and practical approach to your financial journey.
Her holistic approach has benefited many and has caused changes not only in financial life, but also impacted the whole life of individuals. Because of her insight on the intersection of emotions, behavior, and money, she has often been referred to as the cash counselor or financial therapist by her clients. This approach leads to improved money relationships and impacts the quality of life in other areas.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Do you need more than three hours of CE?
Then become a Subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.
Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.