Financial Therapy Gets Personal - Addressing Your Hidden Money-Triggers

Friday, October 6 | 9:00 am – 9:50 am | Providence 1

This workshop will assist financial therapists in identifying our most difficult financial biases, money scripts, and traumas, which can be challenging to recognize since they are often buried deep within our psyche. The exercise will help participants gain insight into these hidden behaviors, allowing them to become more aware of their own financial traumas and improve their work with clients. The session will take attendees on a captivating journey through a novel and enhanced technique for accessing these concealed financial beliefs. It is recommended that participants bring along  a sum of cash in small bills that they are comfortable losing.

Richard Kahler, MS, CFP, CFT-I, CeFT, CIFSP

Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP, is a pioneer in integrating financial planning and psychology. Rick is one of the pioneers of financial therapy and recognized for his pioneering work in that field by InvestmentNews in 2019 with their annual Innovator Award and in 2018 by the Insiders Forum with their annual Iconoclast award. He is a founding board member and Past-Chair of the Financial Therapy Association. H is a Certified Financial Therapist-Level I (CFT-I™) and a Certified Internal Family SystemsSM Practitioner (CIFSP). He is also the founder of IFS Informed Financial Therapy™.

BusinessWeek named him one of the top 15 most experienced financial planners in the nation and Investopedia as one of the 100 most influential financial advisors. He is a Distinguished Adjunct Professor at Golden Gate University and a past chairman of the South Dakota Investment Council, managing $6 billion,

He’s been cited in scores of periodicals, including ABC News, NBC, CNBC, Fox Business, The WSJ, The Times of London, and The New York Times.  He is in his 32st year of writing a weekly column on personal finance published in several newspapers, produces a weekly podcast, “Financial Therapy-It’s not just about the money,” and is a co-author or contributor to seven books including Coupleship Inc. – From Financial Conflict to Financial Intimacy, Facilitating Financial Health, and The Psychology of Financial Planning.