Elissa and Dave Speaking in Korea

Firm News & Events, Policy-Based Financial PlanningPosted on November 20th, 2014No Comments
Elissa and Dave have been in Seoul, Korea this week, having been invited to speak at the Korea Financial Planning Association’s annual conference.
In his keynote presentation, Dave will be discussing the three phases of good retirement planning, from uncovering client goals, vision, and values, to designing effective strategies for accumulating retirement savings, to establishing a Safe-Spending path to ensure a sustainable lifestyle throughout retirement. One of the themes at the heart of this three-phase process is the use of Policy-Based Financial Planning, an approach that Elissa and Dave have been writing and presenting on for nearly a decade, including a discussion with the Wall Street Journal in 2010.  Elissa and Dave are in the process of writing a book on TheLiveBigWay Safe-Spending System.
Elissa’s presentation is titled, “Building Client Trust and Commitment Through a Strong Relationship Management Strategy.”  During this workshop, Elissa will review some of the research related to how financial planners can most effectively work with their clients in order to develop a full understanding of what matters most to clients, as well as communicate planning strategies in a way that motivates change and helps ensure successful achievement of client goals.

Namsan Park

At Namsam Park overlooking the city

Temple

Jogyesa Buddhist Temple

ChanDeokGung Palace

Changdeokgung, one of the five palaces of the Joseon Dynasty emperors

Traditional Neighborhood

The narrow streets and traditional homes of Jongno-gu district

Dave in Korea Korean Food Elissa in Korea
Elissa and Dave enjoy a meal at Namdaemun Market

 

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