Default title

Loading Events
Find Events

Upcoming Events

Events List Navigation

July 2018

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

July 18 @ 1:30 pm - 2:30 pm EDT

The Building Wealth assessment from DataPoints measures six key behavioral factors that relate to your client's net worth, regardless of their age and income. Based on the research and data that went into The Millionaire Next Door, the Building Wealth test can help you guide clients to better financial behaviors. Learn how advisors are using the Building Wealth test in their practices and how you can help your clients become financially successful with DataPoints. Register…

Find out more »
August 2018

FPA Far West Roundup 2018

August 12 @ 8:30 am - 10:10 am UTC-8
Santa Cruz, CA United States + Google Map

Dr. Fallaw will be speaking at the FPA's Far West Roundup in Santa Cruz, California in August. Check out the conference program here to learn more, or read the description of the presentation below. The REAL Household CFOs of Santa Cruz County- Industrial Psychology, once relegated to human resources (e.g., performance reviews and personnel selection), is being applied within the context of household financial management. In this session, Sarah will share how this academic field is…

Find out more »
September 2018

XY Planning 2018 Conference

September 25
St. Louis, MO

Stop by and see DataPoints at the 2018 XYPN Live event in St. Louis, MO. For more information on the conference, check out the conference website here.

Find out more »
+ Export Events