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Workshop

Personal Financial Planning Workshop

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Please note that this event is being rescheduled for a future date. 

April 30
8:30 - 10:30 a.m.
In-person only.

Join us in-person for a morning of networking and learning about two hot topics in personal financial planning. The first hour focuses on the intersection between retirement planning and behavioral science while the second hour is about how to run a successful virtual financial planning practice. 

 

Registration

This workshop is $75 per person. 

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Meet the instructor

Derek SensenigDerek Sensenig, Ph.D., is a professor of practice and the master's program director at K-State.

Prior to entering the financial services industry, Sensenig was a technical sergeant in the United States Air Force and served as a military training instructor at Joint Base San Antonio (Lackland AFB) with the 321st Training Squadron. He was also stationed in Alaska, Kuwait and Korea.

Sensenig has a bachelor’s degree in business management/human resources from Park University, a master’s degree in business administration from Webster University, and a master’s degree and Ph.D. in personal financial planning from Kansas State University where his dissertation was an intense focus on retirement.

He is also the senior vice president of financial planning for an independent RIA firm in Houston, Texas. Sensenig also serves on the journal review committee for the Financial Planning Review and the Journal of Financial Planning. His research interests are focused on retirement planning, credit card spending, financial socialization, the impact of social media on financial decisions and virtual financial planning.

Sensenig has been featured in NerdWallet and FPA Next Generation Planner and was the recipient of the 2022 Outstanding Graduate Student Research Award.

Learning objectives

Integrating Retirement Income Style Awareness and Behavioral Finance learning objectives

  • Attendees will be able to understand the four Retirement Income Styles.

  • Attendees will be able to identify how understanding Retirement Income Styles helps them better live into their fiduciary responsibilities.

  • Attendees will be able to understand how addressing behavioral finance issues is integrated into the Retirement Income Style Awareness tool.

 

Technical Aspects for a Successful Virtual Financial Planning Interactions learning objectives

  • Attendees will be able to identify key aspects of a virtual office setup.

  • Attendees will be able to identify technological components for a successful financial planning meeting.

  • Attendees will be able to identify key characteristics of communication for a successful financial planning meeting.

Agenda

8:30 a.m. | Welcome
Armahn Hadjian

 

8:30 - 9:20 a.m. | Integrating Retirement Income Style Awareness and Behavioral Finance
Derek Sensenig

 

9:20 a.m. | Break

 

9:30 a.m. | Technical Aspects for a Successful Virtual Financial Planning Interactions 
Derek Sensenig


10:30 a.m. | Dismiss