Hotel Information

JW Marriott Austin | Austin, TX, USA | Co-locating with NAPFA

 

There is a special room rate of $259 for single and double occupancy. The room block expires on April 25th.

 

Please click here to make reservations.

 

If you are interested in a room share, please email [email protected] by April 24, 2019.


Registration now open!

Registration Pricing

Early Bird Registration - FTA Member: $599 (ends February 28th, 2019)
Early Bird Registration - FTA Non-Member: $649

Regular Registration - FTA Member: $699
Regular Registration - FTA Non-Member: $749

Student Registration: $275

    + Add on CFT-I™ Exam Prep Session: $100

On-site Registration: $799

NAPFA Member (Single-day Registration): $149


Agenda*
"Skills in Practice"

Saturday, May 11 

8:00-9:30am - Morning Main Session: Where are we in FT?

9:30-10:00 - Break

10:00-11:30 - Breakout Session 1

  • Psychosocial Attributes & FSE,  Dr. Sarah Asebedo, CFP® (financial/therapy)
  • Sitting With Trauma, Ed Coambs, LMFTA, CFP® (therapy)

11:30-1:00 - Lunch

1:00-2:30 - Academic & Practitioner Discussions: Bridging the Gap -How to do Research

2:30-3:30 - Breakout Session 2

  • Empowerment in Widowhood, Dr. Laura Mattia, MBA, CFP®, CDFA (therapy)
  • Fiduciary Considerations of Using the Certified Financial Therapist™ Designation, Kathleen Boyd, CFP® (financial)

3:30-3:45 - Break

3:45-4:45 - Breakout Session 3

  • fFTA for Business Partners, Rob Stephens, MS (financial/therapy)
  • Sex, Money and Power, Debra Kaplan, MA, LPC, LISAC, CMAT, CSTAT-S (financial)

5:00-6:30 - Poster Session featuring Academic work

Sunday, May 12 

8:00-9:30 - Morning Main Session: What is a Therapeutic Experience?

9:30-10:00 - Break

10:00-11:30 - Breakout Session 1

  • A Case Study on Treatment of Financial Stress with Intermittent Income Population Utilizing Object Relations, CBT and Narrative Approaches, Dr. Alex Melkumian, LMFT (therapy)
  • Real Money,  Rick Kahler, CFP® (financial)

11:30-1:00 - Lunch

1:00-2:30 - Afternoon Main Session: Do no Harm discussion - FP vs. CFTs and here is the guardrails

2:30-3:30 - Breakout Session 2

  • Widowhood and Resiliency,  Dr. Carrie West (financial/therapy)
  • Scaffolding or Enabling, David Tenerelli, CFP® (financial/therapy)

3:30-3:45 - Break

3:45-4:45 - Breakout Session 3

  • Financial Therapy Engagement,  C. Ramel Strong, CIPM(financial)
  • Anxiety, Financial Knowledge, and Financial Behavior, Dr. John Grable, CFP® (therapy)

5:00-6:30 - Poster Session featuring Practitioner work

Monday, May 13

8:00-11:30 - Test Preparation Session 

11:30-1:00 - Lunch with FTA + NAPFA 

1:00-2:30 - Main Session with NAPFA: Why we need to work together

2:30-3:00 - Break

3:00-4:30 - Breakout Session 1

  • Financial Planning with Ambiguous Loss from Alzheimer's Disease, Shelitha Smodic, CFP® (financial/therapy)
  • Financial Planner's Experience in Financial Therapy, Christopher Moore, MBA (financial/therapy)
  • Ethics - NAPFA
  • Estate Planning - NAPFA

*Agenda is subject to change