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We are excited to invite you to the upcoming chapter meeting at the Seattle Foundation in Westlake Center on September 20th. This is a fantastic opportunity to hear from our esteemed guest speaker, Morgan Housel, who is a New York Times Bestselling Author known for his insightful work, "The Psychology of Money." Alongside him, we will have Liv Olson from Liv Olson Consulting, who will also share her expertise on relevant and timely topics.
Attendees will not only gain valuable knowledge from these two remarkable speakers but will also earn 2 Continuing Education (CE) credits for their participation. Additionally, you will be treated to breathtaking views of the expansive Puget Sound, making this an event you won't want to miss. Join us for an evening of learning, networking, and inspiration in a beautiful setting!
- Registration & Breakfast Buffet | 8:15 AM – 8:40 AM
- Welcome & Announcements I 8:40 AM - 8:50 AM
- Topic 1 I 8:50 AM - 9:40 AM I The Psychology of Money (1 CE)
- Break I 9:40 AM - 9:50 AM
- Topic 2 I 9:50 AM - 10:40 AM I The Emotionally Intelligent Advisor (1 CE)
The Psychology of Money
Morgan Housel I NY Times Bestselling Author of The Psychology of Money I Partner at The Collaborative Fund
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.
During The Psychology of Money session, award-winning author Morgan Housel shares the strange ways people think about money and will teach you how to make better sense of one of life’s most important topics.
The Emotionally Intelligent Advisor: Boost your Success with Stronger EI
Liv Olson, ACC I Liv Olson Consulting
1 CFP CE
Emotional Intelligence, a key ingredient in creating strong, lasting relationships, is a skill which can be developed. While financial planning involves a lot of numbers and quantitative data, this business is all about relationships. In this session, explore the four aspects of emotional intelligence and demonstrate how these skills serve you, your clients, and your life. Blending neuroscience, research, and content from leading experts, this session will define emotional intelligence and illustrate, through storytelling and exercises, why and how it is critical to develop all four areas of emotional intelligence.
Learning Objectives:
- Build a clear understanding of the definition and four aspects of emotional intelligence
- Learn why EI is critical for building relationships both personally and professionally
- Receive actionable tactics to use when developing the skills of emotional intelligence
Meet the Speakers!
Morgan Housel
Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same as Ever. His books have sold over six million copies and have been translated into more than 50 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. MarketWatch named him one of the 50 most influential people in markets. He serves on the board of directors at Markel.
Liv Olson
For almost 20 years, Liv Olson led Human Resources and People Operations for mission-driven financial services organizations in Seattle. Today, she works with individuals and teams to discover calm, clarity, and greater impact in their work and life. With a sharp focus on organizational culture, talent management, coaching, and effective communication capabilities, Olson has led major change and development initiatives while simultaneously sustaining rapid organizational growth. This holistic people-centered professional background complements her passion for leadership, helping people and their teams access the path forward.