KNex: How to Use Client Family Tree Genograms for Insightful Money History – March 23

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone
Presenter: Susan Zimmerman, LMFT, ChFC, CLU - Co-Founder – Mindful Asset Programs

Susan will present the methodology, purpose, and benefits of using a genogram as part of the planning process. She’ll conduct a live demonstration while incorporating some of the therapeutic language techniques she teaches in her seminars for financial practitioners.