Wednesday, November 28, 2018 at 3:00 p.m. ET, (2:00 p.m. CT, 12:00 p.m. PT)
Presented by:
NAPFA-Registered Financial Advisor, Karen Chan, Financial Education & Consulting, LLC
Earn: 1 NAPFA and CFP CE in Financial Planning Process
Members/Non-members: Free
Credit history and credit score can affect many areas of your clients’ lives, beyond just whether they can borrow money and at what rate. When you’re working with pro bono clients – or any client - it pays to understand the impact of decisions you might recommend, such as cancelling a credit card, paying off a debt, or having too much debt. After numerous data breaches, identity theft is also a major concern. You will learn about the latest laws so that you can guide your clients about using fraud alerts, credit freezes, and locks.