Join the Financial Therapy Association’s educational webinars to learn the latest developments, research, practice methods, and trends in financial therapy.
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
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
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.
Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!