Name: Financial Therapy Association 2021 Conference
Start: 08/11/2021 02:00 PM +00:00
End: 10/11/2021 03:00 AM +00:00

The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.
The FTA exists to unite professionals from multiple disciplinary backgrounds to:
<ul>
<li>Foster the financial therapy profession</li>
<li>Disseminate cutting edge research, best practices, and training that enhance client quality of life, and</li>
<li>Shape public policy and practice management standards within financial therapy.&nbsp;</li>
</ul>

Financial Therapy Association

RFG Advisory is a Financial Times Award-winning high-growth hybrid RIA for independent advisors. &nbsp;
RFG is focused on you and the life you want to live today&hellip;and tomorrow. Through thoughtful financial life planning and professionally managed investment portfolios we work side-by-side with you throughout your life&rsquo;s journey.

RFG Advisors

The Personal Financial Planning Department at Kansas State University is renowned for research, education, and outreach in client-centered financial planning. As such we have three unique pathways towards education for professionals. All three pathways are provided as an online program of study that allows for flexibility in students' schedules while learning from leaders in the field at a distinguished university.&nbsp;
First, our Financial Therapy Certificate program is the only financial therapy program offered at a university. The Financial Therapy certificate provides graduate-level education to professionals who want to improve clients' financial health by integrating relational, behavioral, cognitive, and emotional elements with personal finance. The Financial Therapy Graduate Certificate can be completed in a year. It consists of four eight-week courses that explore evidenced based research and practice regarding financial therapy, client psychology, and behavioral finance.&nbsp;
Second, our Advanced Planner Certificate program was designed to provide practitioners with a CERTIFIED FINANCIAL PLANNER&reg; designation more advanced financial planning knowledge, and technical skills in the areas of tax, retirement, estate planning, and professional practice management.&nbsp;
Lastly, we have a unique Master's in Personal Financial Planning is designed to provide individualized education based on your unique experience and needs as it offers the choice of (a) completing the core CFP&reg; coursework to allow you to sit for the CFP&reg; exam (b) completing the Financial Therapy Certificate and/or (c) the Advanced Planner Certificate.

Kansas State University

We are independent wealth advisors who take a more caring approach to wealth and investment management. We understand not only financial planning and investments but also the value of making connections and contributions beyond the numbers. We lead with our relationship, engaging your interests with thoughtful understanding and focused advice designed to gain you invaluable time and to attain your lifelong goals.

Centerpoint Advisors

Welcome FTA 2021 Attendees!
DataPoints is proud to partner with the FTA. DataPoints has created the first technology-enabled suite of financial personality assessments. We work with financial planners, therapists, and coaches to provide detailed reports and insights related to client financial personality, money beliefs, and more. Learn more about our products at www.datapoints.com/fta.
Share your information with DataPoints, and enter to win a 1-year subscription to our behavioral assessment platform.
Learn more at www.datapoints.com.

DataPoints

AdvisorStream is the highest-rated advisor marketing platform that drives growth and engagement through highly engaging communications that spark action.&nbsp;
Get better results from your marketing with a complete solution that includes content licensed from the world&rsquo;s biggest publishers (e.g., The Guardian, The Independent, The Economist, BBC News, Barron&rsquo;s, The Wall Street Journal, and more).

AdvisorStream

Kolbe Corp, a Phoenix-based company, provides consulting, software, and assessments to help people identify their instinctive talents, develop their confidence, and use their innate abilities to succeed in business and their personal lives. For more than 45 years, the Kolbe System&trade; has been used by organizations such as Intel, Volkswagen, Honeywell, and other companies of all sizes. We&rsquo;ve been recognized in The Wall Street Journal, ABC Nightly News, USA Today, CNN, O Magazine, and other outlets.

Kolbe Corp

with Gayle Colman, CFP&reg;
In this self-care session, Gayle offers a somatic practice to access and attune to your body, and open the gateways for relaxation and nourishment. We inhabit our body to authentically relax. When relaxed, we can open our hearts and minds to what we are giving attention to &ndash; people, nature, art, etc. - free of mental constructs. Being present is an active practice sourced within our body. (No experience necessary. Openness to learning a plus. Please bring a yoga mat or blanket to the session.)

Gayle Colman

Self-Care: Somatic Presencing

Visit the Exhibit Hall, chat with vendors, and learn more about the FTA sponsors!

Exhibit Hall

Figuring out what is &ldquo;enough&rdquo; in our busy lives is an endless and difficult task. In the financial planning process, it&rsquo;s a crucial variable driving decisions around spending, saving, borrowing, and investing. Ultimately, client satisfaction requires some sense of clarity around how much is enough. But how do we achieve that? In this talk we bridge the philosophical with the practical in order to ask better questions and drive client-friendly strategies to address this enduring puzzle.

Brian Portnoy, Ph.D., CFA

Shaun Maslyk

Keynote: The Disciplined Pursuit of Enough

Rick Kahler, MS, CFP&reg;, CFT-I&trade;, CeFT&reg;
<a href="https://financialtherapyassociation.org/wp-content/uploads/2021/11/11-09-21-IFS-Informed-Financial-Therapy-Kahler-FTA-Conference-Paper-Final.pdf" target="_blank" rel="noopener">The New Kid on the Block</a>
Internal Family Systems (IFS) therapy, an EBP used to treat a range of mental health disorders and non-clinical issues, is an effective new approach to healing financial trauma by combining it with Financial Therapy. The IFS process helps clients access the hidden origins of their money beliefs, stories, and emotions, and change the hurtful financial behaviors keeping them from financial wholeness. Discover the basics about the IFS Therapy modality, how to apply it to Financial Therapy, and the certification process available to all CFT-I&trade; practitioners. Learn how one CFT-I&trade; applies IFS to Financial Therapy, to create IFS Informed Financial Therapy

Rick Kahler

The New Kid on the Block - IFS Informed Financial Therapy

Shelitha Smodic, CFP&reg;, Kristy L. Archuleta, Ph.D., Josh Harris, MBA, CFP&reg;, AFC&reg;, &amp; Megan McCoy, Ph.D.
Have you ever encountered resistance in clients&rsquo; willingness to engage in estate planning conversations, whether it be with you, their financial planner, or with their family? This interactive session will provide you with tools and skills to help you approach these challenging conversations and navigate emotions that are part of the process. By learning how to successfully explore clients&rsquo; values and the legacy families want to leave for their future generations, financial planners will feel more confident in their ability to hold difficult and complex discussions with families. This session will use polls and audience participation to engage the attendees.

Shelitha Smodic

Kristy L. Archuleta, Ph.D., LMFT, CFT-I™

Josh Harris

Megan McCoy

Evolving the Estate Planning Process: Uncovering Family Values in Legacy Conversations

Dr. Preston D. Cherry, CFP&reg;
This study investigates the determinants of consumer demand for life insurance. The literature suggests a behavior gap exists between the economic need for life insurance and the low propensity of consumer demand for insurance products. Researchers have examined potential factors for this life insurance demand &ldquo;puzzle&rdquo; with possible explanatory factors such as individual preferences, literacy level, and financial constraints. Although many factors have been studied, the life insurance demand &ldquo;puzzle&rdquo; persists. This study contributes to the literature by investigating the association between personality traits and life insurance ownership as a possible explanation for life insurance consumer demand.

Dr. Preston Cherry

Personality Traits and Life Insurance Ownership Among Older Americans

Network with fellow attendees in the Lounge! This is an opportunity for an open discussion and to share ideas. Join a table and get the conversation started!

Break

Deb Finnegan Biever, CFP&reg;, Nipa Patel, Ashley Agnew, Daniel Kopp, CFP&reg;; Jodi Krausman, CPA, &amp; Megan McCoy, PhD., LMFT, CFT-I&trade;
Widows represent one of the fastest-growing demographics due to the global COVID-19 pandemic. Many widows also lost their family&rsquo;s financial manager. When the husband dies, the widow can experience unhealthy attitudes towards finances and financial anxiety. The Changes and Grief Model for Financial Guidance pairs financial therapy techniques with the grief process. This presentation provides tools for practitioners to understand how the grieving process impacts financial decision making in money avoidant widows. The model presented provides the process to deepen client relationships through meaningful communication, while compassionately supporting money avoidant widows through financial decisions during the initial stages of grief.

Deb Finnegan Biever, CFP®

Nipa Patel

Ashley Agnew

Daniel Kopp

Jodi Krausman

When Money Can't be Avoided: Helping Money Avoidant Widows Using the Changes and Grief Mode

Ed Coambs, MBA, MA - Counseling, MS - Financial Planning, CFP&reg;, CFT-I&trade;, LMFT
Uncovering each persons attachment style during the process of financial therapy opens up new directions in fostering financial well-being for couples. Financial therapists will be given an overview of attachment theory, learn two methos of attachment style assessment, practice using the five adjectives evaluation of attachment. Financial therapists will be challenged to continue to grow their ability to conceptualize theoretical and practice professionally. Moving couples towards secure functioning can become a major imperative in the process of financial therapy.

Ed Coambs , MBA, MA, MS, CFP®, CFT-I™, LMFT

Couple Care Over Self Care: Utilizing Attachment Theory in Financial Therapy

Timothy M. Todd, Ph.D., J.D.
This study advances the literature by exploring whether financial stress mediates the&nbsp;relationship of financial strain and alternative financial services usage. Moreover, this analysis also considers whether&nbsp;financial capability moderates the mediation effect of financial stress on AFS usage.

Tim Todd

Financial Strain, Financial Stress, Financial Capability, and Alternative Financial Services: A Moderated Mediation Analysis

Learn how to take charge of your financial future by reframing your money mindset without compromising your personal values.&nbsp;
Acquire new frameworks to better express your worth to your clients.&nbsp;
Learn how to more effectively communicate your value by knowing your client's communication style.

Sachin Patel

Keynote: Mastering Your Money Mindset

Luis Antonio Tosado II, Ph.D., NCC, NCSC, Megan McCoy, Ph.D., LMFT, CFT-I&trade;, Jacqueline Koski, M.S., CEPF, &amp; Romualdo Mortel, AFC&reg;
There is a current gap in examining best practices surrounding financial therapy with African American and Latina/o families. Presenters will facilitate interactive, small group discussions around money stories across diverse cultures, specifically focusing on African American and Latina/o families. The discussion will focus on money and personal finance with the hope that in understanding similarities and differences, participants can begin to make connections across different ways of experiencing the world. The presenters include team members from different ethnic cultures and backgrounds, who came together with the goal of promoting diversity, equity, and inclusion among financial therapy professionals.

Luis Antonio Tosado II, PhD, NCC, NCSC

Jacqueline (Jackie) Koski

Romualdo Mortel, AFC®

Eliciting African American and Latina/o Families’ Money Stories: Small Group Conversations

Josh Harris, CFP&reg;, AFC&reg;, &amp; Dr. HanNa Lim
A growing number of households face financial hardships ranging from the loss of utility coverage, inability to pay medical bills, and eviction. Various studies have pursued the efficacy of increasing financial knowledge, financial capability, or self-efficacy to improve financial outcomes. The current study explores self-esteem as an internal factor supporting financial resiliency and overall financial well-being in young adults as measured across multiple time points from the public-use data set of the National Study of Adolescent to Adult Health. Strategies will be explored that can help improve overall financial well-being by bolstering self-esteem and various support factors of financial resiliency.

Dr. HanNa Lim

Exploring the Moderating Role of Self-Esteem: How does the Interplay Between Internal and External Support Factors Impact Young Adults' Financial Reliliency?

Wookjae Heo, Ph.D., &amp; Soo Hyun Cho, Ph.D.
While the pandemic threatened the health and safety of millions of people, financial consequences are also likely. The primary purposes of this research were (a) to track the annual financial stress from 2017 to 2021 and (b) to compare the level of financial stress between two periods (i.e., before COVID-19 pandemic and during COVID-19 pandemic). The current APR financial stress scale was constructed with 24 items. However, in practicing in the financial therapy field, administering a 24-item questionnaire can be challenging. Therefore, the second research purpose is to introduce the short version of APR financial stress scale with 9 items.

Agenda

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Rick Kahler

Megan McCoy

Debra Kaplan

Deb Finnegan Biever, CFP®

Meghaan Lurtz, Ph.D., FBS(TM)

Andrew Komarow

Julia Vassallo

Liz Yoder

Ed Coambs , MBA, MA, MS, CFP®, CFT-I™, LMFT

Wookjae Heo, Ph.D.

Soo Hyun Cho

Diane Darling

Elena Yepes Evangelista

Bruce Ross

Emily Johnson

Tiffany Murray

Olamide Olajide

Sarah Asebedo

Jessica Paredes

Rachel Marcus

Shelitha Smodic

Josh Harris

Kristy L. Archuleta, Ph.D., LMFT, CFT-I™

Cherie Stueve

Martin C. Seay, Ph.D. CFP(R)

John E. Grable, PhD CFP(R)

Janis J. Crow, PhD

Dr. HanNa Lim

Robin Norris

Ying Chen

Luis Antonio Tosado II, PhD, NCC, NCSC

Jacqueline (Jackie) Koski

Romualdo Mortel, AFC®

Dr. Preston Cherry

Hannah Walker

Tim Todd

Sachin Patel

Dr. Sarah Newcomb

Brian Portnoy, Ph.D., CFA

Mary Martin, PhD

Sarah Swantner

Gayle Colman

Anita Johnson

Aja Evans

Sheryl Carter

Saundra Davis

Ramel Strong

Nipa Patel

Ashley Agnew

Jodi Krausman

Shaun Maslyk

Julie Fortin

Daniel Kopp

Andia Dinesen

Goldie Prelogar

Kenneth White

Larry Buland

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