Edition 54 – Building Your Clients’ Financial Literacy

Edition 54 – Building Your Clients’ Financial Literacy

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About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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In a special edition of Coffee Talks for Financial Literacy Month, Advocis welcomed Shalicia Harris, Founder & CEO of In Charge Inc. to explain the different stages of financial literacy and the hierarchy of financial needs.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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