"Client Impact Research Study - Update #2" Webinar

Please join us for an update on the Client Impact Study, a 10-year longitudinal research study, that aims to compare financial and non-financial outcomes of a diverse and representative sample of mass affluent U.S. households. At this webinar, the research team will discuss results of the second pilot survey and provide a preview of the survey instrument that will be used in the first round of data collection. Participants will have the opportunity to provide input about the study.

Learn more about the Client Impact Study

Panelists include:

• Sonya Lutter, Ph.D., CFP®, LMFT, Texas Tech University
• Stuart Heckman, Ph.D., CFP®, Texas Tech University
• Emily Koochel, Ph.D., AFC®, CFT-I™, eMoney
• J. Michael Collins, Ph.D. University of Wisconsin-Madison
• Kevin Roth, Ph.D., Managing Director, Research, CFP Board

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