September 2016 Student Forum Meeting

Neuro-Economics: Using the Science Behind Your Client’s Challenging Money Behaviors for Course Corrections

Meeting Description

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public.

Our clients know what they “should be doing” to stay on course for retirement savings. If they have under saved, they know that they “need” to save more, or reduce their current spending. And, yet their actions often do not support their wise knowing. This presentation will help bridge the gap between “knowing and doing,” and offer practical practice applications to re-engage your client on their desired financial path, helping them to achieve their goals.

Neuroscience is the study of the nervous system, and especially the relationship to behavior and learning. The application of this discipline offers powerful tools to the financial advisor who is working to move clients towards their goals. This presentation will offer the latest neuroscience and course corrections…to get your client to save what is needed for retirement…to support your clients in discovering “what enough really is,” and to increase their engagement in their long term financial plan.

This dynamic session will be a joint session between the Silicon Valley FPA Brown Bag Lunch Group, and the UCSC-Extension Personal Financial Planning Student Forum Group.

Speaker Biography

Denise Hughes is a Money Coach, based in the San Francisco Bay Area. Her mission is to educate and support women and couples in achieving their full financial potential, for themselves, their families and for generations to come. Journalists consider Denise an expert in matters relating to: love and money, the psychology of money, couples and money and mastering personal and business finances. Denise is frequently quoted in many prominent publications, including the Wall Street Journal, Financial Advisor Magazine, the San Jose Mercury News and is on the Guest Expert Panel for Money Magazine. Denise is a popular speaker at national and local Financial Planning Association conferences and events. In 2008, the National Organization of “Make Mine a Million,” designated Denise as their Finance Coach to support women to grow their business to the million dollar mark. Denise is the author of “Earn, Save, Spend, Give”, a book aimed at financial health. Denise’s unique style and approach are the outcome of an educational background consisting of a Graduate degree in Counseling Psychology from Notre Dame de Namur University in Belmont, CA, a Certificate in Financial Counseling at the Financial Recovery Institute in San Rafael, CA, and a Certificate in Interactive Guided Imagery from the American Holistic Nurse’s Association. Denise also holds a Bachelor of Science degree in Nursing. To learn more about Denise, visit her personal website at www.denisehughes.org.

Pricing and Registration

This is a free event. Registration is open through September 27th . If you must cancel, please contact Marion Briggs at execdirector@fpasv.org.

Note the new address for UCSC Extension: 3175 Bowers Avenue, Santa Clara.

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.