How does this role benefit the work of the organization and the profession?
The focus of this project is to develop a Conversation Guide to ease people into having a discussion about their financial wishes with their loved ones.
Volunteers on the Project Oversight Group will help to ensure a quality SOA research product, which results in providing the profession reliable and practical tools/information.
Responsibilities & Duties
Project Oversight Groups (POGs) provide guidance and input to researchers, oversee the progress of the work, and ensure it is in line with the proposal. POG members are expected to review draft materials prior to conference calls and provide input during the calls. It is expected that there will be monthly one-hour conference calls for the duration of the project
Time Commitment
- 5 to 10 hours
- Most time will be spent reviewing materials and participating on conference calls.
Experience Required
Member, Non-Member or Candidate