Date & Time: February 27, 2025, 01:00 PM
Location: Zoom
Duration: 1 Hour (CFP Board-approved for 1.0 hour of CE credit)
Event Description:
Financial Therapy has emerged as an important practice area in the financial field, gaining certification in the United States in recent years. This discipline addresses the emotional aspects of money, enhancing overall financial health and decision-making. Clients who engage with Financial Therapy often see improved outcomes in their financial planning and decisions.
What You Will Learn:
Featured Speaker: Elana Feinsmith, Certified Financial Therapist™
Elana Feinsmith is among the few in the U.S. who specialize exclusively in Financial Therapy. With her extensive background, including a CFP®, a Certificate in Personal Financial Planning from UC Berkeley Extension, and a Certificate in Financial Life Planning from Golden Gate University’s Graduate School of Business, Elana brings a wealth of knowledge and experience. She excels in helping clients tackle emotional and practical aspects of money management, from spending habits to financial goal clarity and estate planning. Elana is also a Certified Grief Educator and a recognized thought leader in the field, frequently speaking and teaching at professional organizations.
Who Should Attend: This webinar is ideal for financial professionals seeking to deepen their understanding of financial therapy and its integration into comprehensive financial planning. It’s also beneficial for those looking to enhance their client relationships through emotional and financial insight.
Registration: Register Here
Join us to uncover how Financial Therapy can transform your practice and help your clients achieve their financial goals!
