AOCA Second Sundays: Excellence in Clinical Care Webinar Series

Join AOCA on the Second Sunday of the month for our upcoming webinar series. If you are attending or speaking at an upcoming webinar, check out our media toolkit. AOCA members can access past webinar recordings by logging in and visiting the On-Demand Education Center.

May 19, 2024 | 4:00 - 5:00 PM Eastern Time

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Understanding the Financial Industry & Questions You Should Ask Your Financial Advisor

1.0 AOA Category 1-A Credit


Enpo Tu

Chief Operating Officer (COO) / Chief Compliance Officer (CCO) at My Financial Coach

Learning Objectives:

  1. Create a personal guideline for hiring financial professionals based on your personal objectives.

  2. Understand the internal and external pressures on financial professionals as they interact with healthcare professionals.

  3. Define the positive and negative traits of financial services rendered without necessarily focusing on the net result.