Schedule of Events

Your Client Already has a Foundation, Join Them Where They Are!

  • Thursday Feb 8, 2018
  • Start Time: 8:30AM
  • End Time: 11:00AM
  • Rivers Club, One Oxford Center, 301 Grant Street, downtown Pittsburgh
  • Presented by: Amanda L. Priebe, CFP®

Building a stable foundation for a client’s long-term financial well-being requires more than knowing the balances of their investment accounts, the type of insurance they have or whether they use a home equity loan or a portfolio loan to purchase their vacation home. This session will explore how Systems Theory, Stages of Change Model, and culture influence an advisors work with clients both positively and negatively and how an interdisciplinary approach can help with behavior change.

Presented by Amanda L. Priebe, CFP®
Wealth Strategist
Assistant Vice President
PNC Wealth Management®