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Becoming Succession Ready: The Journey Before the Destination
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Brooklyn H. Brock, CFP®, CEPA®, CHFC®, CKA® (she/her/hers) – Ellevate Advisors ### 2032997###Speaker###Founder###Ellevate Advisors###
Speaker: Brooklyn H. Brock, CFP®, CEPA®, CHFC®, CKA® (she/her/hers) – Ellevate Advisors
### she/her/hers
Behavioral Finance Research Papers
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Behavioral Finance Research Papers - CE Approved

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Beyond the Plan

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Connor Sung, CFP® – eMoney Advisor ### 430388###Presenter###Director, Financial Planning###eMoney Advisor###
Presenter: Connor Sung, CFP® – eMoney Advisor
### @@@ Emily Koochel, AFC®, CFT-I™, BFA™ – eMoney Advisor ### 1753080###Presenter###Manager, Financial Wellness###eMoney Advisor###
Presenter: Emily Koochel, AFC®, CFT-I™, BFA™ – eMoney Advisor
###
Blindsided...no One Prepared Me for This!

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Lisa Dickholtz, CFP® – DICKHOLTZ HEALTH & WEALTH ### 2032996###Speaker###CFP®, Co-Founder and Wealth Advisor###DICKHOLTZ HEALTH & WEALTH###
Speaker: Lisa Dickholtz, CFP® – DICKHOLTZ HEALTH & WEALTH
###