Webinars
Join the Financial Therapy Association’s educational webinars to learn the latest developments, research, practice methods, and trends in financial therapy.
Featured Webinar
Scaffolding or enabling?
Implications of extended parental financial support
Presenters: David Tenerelli, CFP®, Megan McCoy, Ph.D., LMFT, CFT-I™, Sharon K. Weaver, CFP®, AWMA®
Recent decades have seen changes in the duration of time that parents offer financial support to their children. This presentation explores the literature regarding the variations in support, the forces impacting those variations, the effects of that support on the children’s human capital and financial attainment, as well as implications for parents and practitioners. A case study is provided using Archuleta’s Couples and Finances Theory to explore the relevance of the literature findings to an amalgam financial planning client in the situation of providing financial support to an adult child. Sample interventions are based on the theoretical framework of Bowen’s family systems theory and Archuleta’s Couples and Finances Theory. Ethical considerations and referral guidance will conclude the presentation.
March 5, 2021 | 1 PM EST
Coming Soon
Money and Memory
Presenter: Christine D. Moriarty, CFP(R), MBA
Our elderly population in the United States is expected to reach 80 million by the year 2050. What does this mean for your clients and their loved ones as they retire and beyond? The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality.
December 4, 2020 at 1PM EST
Webinar Pricing
Cancellation and Refund Policy for Live Webinars:
Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session.
No refunds for the registration fee will be made for no shows.
Previous Webinars
Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!
- 2021-337: Breaking Money Silence® on Negotiating: January 2021
- 2020-333: Worn-Out Clients, Worn-Out Advisors. What Could Possibly Go Wrong?
- 2020-332: The Ongoing Financial Impact of COVID-19: How to Help Your Clients Find Surer Financial Footing
- 2020-331: Behavioral Economics of Retirement: Financial Therapy Within Workplace Retirement plans
- 2020-330: Insights from the Stories of Family Identity Theft Victims
- 2020-329: Advancing the Profession of Financial Therapy: An Overview & Update on CFT
- 2020-328: CARE ACT Provisions for Financial Therapists
- 2020-327: Managing Family Relationships and Finances Through Quarantine
- 2020-326: Managing Clients’ Money Fears and Anxieties During These Uncertain Times
- 2020-325: Self-Care & Finances: Being Your Best Self for Your Clients
- 2020-324: Towards Trauma Informed Financial Therapy
- 2020-323: Financial Anxiety: What is it and How Can Therapists Use Existing Skills to Help
- 2020-322B: Utilize Personality Traits to Enhance Client Connection, Communication & Convincing
- 2020-322: A Look at Financial Capability in the U.S.
- 2020-321: Sex, Money and Power: Revisioning the Therapeutic Narrative
- 2019-320: True Boundaries: How to Create Safety and Respect in Relationships Around Money
- 2019-319: Diversity, Trust and Your Clients: How to develop trust while working with a diverse client base
- 2019-318: Home-Work:When Your Client Experiences Conflict in a Family Business Responses to Economic Distress
- 2019-317- Attitudinal, Behavioral and Relational Domains that May Buffer Married Couples’ Negative Relationship Responses to Economic Distress
- 2019-316- Money As a Symbol for Healing: A Jungian Perspective
- 2019-315: Supporting Clients Through Tax Season
- 2019-314: How Financial Therapy Can Aid in Mental Health Practices
- 2018-313: Academic Research Colloquium, Financial Planning Review
- 2018-312: “CFT-I™ Certification Update”
- 2018-311: Bridging the Relational Gap: How to be More Productive and Profitable When Serving Married Clients with Relationship Challenges
- 2018-310: “Financial Behavior: The Psychology of Client Communications”
- 2018-309: Your Financial Mindset: Simple Psychology for Better Financial Well-being
- 2018-308: Am I Doing The Right Thing?: Client Anxieties Around Wealth Transfers and How to Help, February 2, 2018
- 2017-301: Spenders and Savers: Conflict and Resolution Strategies, March 3, 2017
- 2017-302: Diversity in Financial Therapy, April 7, 2017
- 2017-303: Building Financial Peace: A Conflict Resolutions Framework for Money Arguments, June 2, 2017
- Special Update: What’s Going on with FTA: An Update with Megan Ford and Kristy Archuleta, August 2017
- 2017-304: Help Clients Get a Financially Smart Divorce, September 8, 2017
- 2017-305: Millennials and the Unrealities of Student Debt, October 13, 2017
- 2016-201: Integrating Financial Therapy with Couples Therapy, February 5, 2016
- 2016-204: Serving the Wealthy: A Financial Psychological Profile That Can Help Your Clients, June 3, 2016
- 2016-206: How to Launch and Grow a Financial Wellness Program, August 5, 2016
- 2016-207: Revealing Family Financial Stories Using Genograms, September 9, 2016
- 2016-210: Ethical Issues and Decision Making in Collaborative Styles of Financial Therapy, December 2, 2016
- 2015-103: It Takes Two: A Look at Conjoint Financial Therapy, August 28, 2015
Join FTA Today!
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