Next Training Date: October 6, 2021 1:00-2:30PM ET
Rarely do the decisions we make have the power to change lives the way they do at this unique point in history. Research has shown that the more our decisions align with our values, the more fulfilling and strategic they can be. Values have been at the core of 21/64 practice over the past two decades and remain an important foundational tool for decision-making for self, with family and communities.
Experience the newly launched 21/64 Motivational Values interactive digital tool to bring awareness to your values, consider how a values based conversation that help decision-makers across the generations to allocate resources, create philanthropic mission statement, or establish financial plans that are grounded in shared values.
Fee: $275
(Included with Learning Community)
Members of the Learning Community, please login to MyAccount and then register below.
Not part of the Certified Advisor Collective or Learning Community? Find out more here.

All About Values – October 6, 2021
$275.00
Description
Additional information
Select Registration Option: | For-Profit Professional, Non-Profit Professional |
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Jen Laun
CFP ®
Jen Laun
CFP ®
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
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