Curious about what money coaching is and how it can help your clients? Coaching skills help financial professionals manage their client relationship more effectively. Join us to learn how it benefits clients, the benefits of one-to-one and group coaching, and how it can best serve Latinos. We’ll be hearing from:

• Saundra Davis, Executive Director, Sage Financial Services
• Lea Landaverde, Money Coach, The Riqueza Collective
• Diana Yáñez, Financial Empowerment Coach, All the Colors
• With Phuong Luong, Financial Planner, as moderator

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