Kick Start

The Impact of Financial Advisors on Financial Well-being and the Importance of Financial Education

Level of Complexity: Intermediate

Speaker(s)

• 

  Richard Stebbins, PHD, JD, CFP(R)

  INSTRUCTOR
  UNIVERSITY OF ALABAMA

This session will examine the association between financial planner use and financial well-being. Understand why those who received advice from financial planners had higher levels of financial well-being than those who did not. Participants will gain insight to help better understand the importance of financial well-being and a financial planner’s role.

Learning Objectives:

• Describe financial well-being.
• Explain the impact of different sources of financial advice on financial well-being.
• Identify the importance of financial education.