Webinar 2018-308 Post

Post Webinar 2018-308

Webinar 2018-308: Am I Doing The Right Thing? Client Anxieties Around Wealth Transfers and How To Help

Originally Recorded: February 2, 2018 

Jim Grubman Webinar 2.2.18 from Financial Therapy Association on Vimeo.


Webinar Description:

Many clients seek the help of financial therapists concerning the complex questions involved in wealth transfers. These may include dilemmas around estate planning (fair vs equal with adult children of differing money skills or levels), gifting (wanting to provide financial support yet not wanting to demotivate heirs), and communication (wanting to disclose the plan yet never having done family communication around money). Advising these clients requires professionals to understand, assess, and manage the role of anxiety in different client subgroups. Dr. Jim Grubman, one of the founders of the field of financial psychology, will outline basic principles for understanding and helping clients approach wealth transfers successfully.


  • AFC® - Application has been applied for one 1 hour of AFC® credit.
  • CFP® - Application has been applied for one 1 hour of CFP® credit.
  • Mental Health CEUs - Application has been submitted for one 1 hour of LMFT, LMHC, LCSW credits through the Florida Board.
      • Who Should Attend: 
        • Financial Professionals, including but not limited to Comprehensive Financial Planners
        • Mental Health Professionals, including but not limited to Family Therapists
      • Cost: $39 Non-members, $10 Members, $5 Student Members
      • At the end of this session, participants should be able to
        • Learn about common worries experienced by clients around wealth transfers
        • Assess the nature and severity of clients’ anxieties as a guide to action planning
        • Learn practical techniques for helping clients clarify their goals and approach their fears
        • Learn options for the financial therapist/professional: resource, coach, or direct facilitator

To Pay For Recording Access

  • FTA Professional Members: $10
  • FTA Student Members: $5
  • Non-members: $39 Please consider joining FTA! Click here: Membership