Understanding Your Client's Money Decisions

Name: Understanding Your Client's Money Decisions
Start: 2026-01-20T10:30:00-05:00
End: 2026-01-20T12:00:00-05:00
Location: CareFirst Engagement Center - Mondawmin

Schedule

Tue Jan 20 2026 at 10:30 am to 12:00 pm

UTC-05:00

Location

CareFirst Engagement Center - Mondawmin | Baltimore, MD

Participants will explore core concepts of behavioral economics and change theory to better understand clients’ financial decision-making.
About this Event

Participants will explore core concepts of behavioral economics and behavior change theory to better understand clients’ financial decision-making. They will gain tools to assess financial values and habits and learn strategies to help clients set and achieve actionable financial goals.

This class is provided in partnership with the Family League of Baltimore.

Where is it happening?

CareFirst Engagement Center - Mondawmin, 3201 Tioga Parkway, Baltimore, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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Understanding Your Client's Money Decisions

Schedule

Location

Where is it happening?

Host or Publisher CareFirst Engagement Center

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