Webinar 2016-207: Revealing Family Financial Stories Using Genograms

September 9, 2016 (12:00 PM EDT, 11:00 CDT, 10:00 MDT, and 9:00 PDT)

  
  • Webinar Description:
  • Genograms are a tool that can be used to explore a family’s financial system. First you will learn about genograms and how to use them with your clients. You will have a chance to actually start your own genogram. By the end of this webinar you will have a starting point for understanding and using genograms in financial therapy.
  • CEUs:
    • AFC® - Application has been approved for one (1) hour of AFC® credit.
    • CFP® - Application has been approved for one (1) hour of CFP® credit.
    • Mental Health CEUs  Application has been approved for (1) hour of LMFT, LMHC, LCSW credits through the Florida Board. 
  • Who Should Attend: This webinar is designed primarily for experienced practitioners in both of the following fields of practice and in academia:
    • Financial Professionals
    • Mental Health Professionals
  • Cost: $25 Non-members, $10 Members, $5 Student Members
  • Levels: This session is best suited for bachelors, masters and/or doctoral prepared attendees.
  • At the end of this session, participants should be able to:
    • Define genogram
    • Explain how a genogram can be used in Financial Therapy
    • Identify specific contexts where a genogram may be helpful
    • Apply the genogram process to their own life, and seeing how it can facilitate personal financial awareness through a client’s eyes

About the Presenter - Ed Coambs, MBA, MA, CFP® , LMFTA

 

Read Resume HERE

Ed Coambs of Marriage And Money Matters is Marriage and Family Therapist, Consultant. Ed helps couples to really listen and talk with each other about the role and use of money in and through their marriage. He started his career as a professional firefighter where he loved helping people in crisis. Ed eventually transitioned from working as a firefighter to working at Vanguard Mutual Funds where he saw first hand the importance of proper financial planning. This led him to earn his Certified Financial Planner designation. After closely watching both personally and professionally how people interact with money, Ed identified a huge need to bring the understanding of counseling and psychology to financial planning. This insight changed the course of his work and led him to become a marriage counselor. Ed now enjoys helping couples find common ground in their finances so that they can fully flourish in life together.
 

Topical Outline - 

  1. Introduction To Genograms
  2. Genogram Assessment/Interview
    1. Empathy
    2. Transference & Countertransference
    3. Financial & Emotional Patterns to Explore
    4. Financial Patterns in Association with other Mental Health Concerns
    5. Contexts for use of Genogram
    6. Genogram Interpretation
  3. Drawing Genograms
    1. Basic Structure
    2. Breadth & Depth of Potential
    3. Using Consistent Characters and Markers
    4. Recognizing Constraints of Data Collection
  4. Conclusion

Reference List

  •  McGoldrick, M., Gerson, R., & Petry, S. S. (2008). Genograms: Assessment and intervention. New York: W.W. Norton &. Co. 

  • Klontz, B., & Klontz, T. (2009). Mind over money: Overcoming the money disorders that threaten our financial health. New York: Broadway Books.

CFP® Objectives

B.15. Principles of communication and counseling

a. Explain the applications of counseling theory to financial planning practice.
b. Demonstrate how a planner can develop a relationship of honesty and trust in client interaction.
c. Assess the components of communications including linguistic signs and non-verbal communications.
d. Apply active listening skills when communicating with clients.
e. Select appropriate counseling and communication techniques for use with individual clients.

Participant Objectives

At the end of this program, the financial participant will be able to:

• Analyze family financial patterns
• Describe common emotional patterns related to family finances
• Provide guidance on how to make changes in relating to spouse
• Communicate the role of transference and countertransference

At the end of this program, the mental health participant will be able to:

• Work with financial transference and countertransference
• Expose and provide empathy for emotional dysregulation related to financial trauma’s
• Describe common misunderstandings of financial difficulties in families

Registration Notes: Registration fee is due and payable upon registration. Cancellations are accepted through September 9, 2016 and will incur a $5.00 administrative charge. Login information will be sent about three days before the webinar. In order to receive your CEU credit, you must login with your full name.

Register Here

  • FTA Professional Members: $10
  • FTA Student Members: $5
  • Non-members: $25 Please consider joining FTA! Click here: Membership