July 27 NexGen Hosted Zoom Meeting - FPA of the East Bay
(925) 778-1165 eastbayfpa@gmail.com

Date(s) - July 27, 2023
2:00 pm - 3:30 pm


…But I don’t WANT to be a Financial Therapist!

Financial therapy is an emerging field that focuses on the intersection between our mind and our money. Professionals are facing the fact that while the technical aspect of financial planning is crucial, it is often insufficient to address the needs of our clients. Can the professional offer services that attend to the emotional impacts of financial wellness without being a therapist? ABSOLUTELY! In this session, a trailblazer in the Financial Therapy movement talks about the different approaches that can support client behavior change AND allow the professionals to stay in their own lane.

No cost for Members!
$20 for Guests