Local Chapter

Dec 2021

Date/Time Event
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Application of Psychology in Financial Planning

Speaker(s): Brendan Frazier, Founder of Wired Planning & Host of the Human Side of Money Podcast
Amy Mullen CFP®, President of Money Quotient, Inc.
Meghaan Lurtz, PhD, PFP/Financial Therapy, Lecturer, Writer and Senior Research Associate, Kitces.com
Lexi Olian, CFP®, Director of Financial Planning, The Humphreys Group
Strategic Partner: Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson


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