Webinar 2018-309 Post

Post Webinar 2018-309

Webinar 2018-309: Your Financial Mindset: Simple Psychology for Better Financial Well-being

Originally Recorded: April 11, 2018 

Sarah Newcomb Webinar 5.11.18 from Financial Therapy Association on Vimeo.


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Webinar Description:

Dr. Sarah Newcomb is a Senior Behavioral Scientist at Morningstar where she works to integrate findings from behavioral science into tools for individuals and financial advisors. Attend her webinar to learn about the four factors associated with a good financial mindset from her book Loaded, and how to apply it to your clients and improve their emotional and financial well-being.

  • 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
        • Mental Health Professionals
        • Academics
      • Cost:
        • $39 Non-members  Please consider joining FTA! Click here: Membership
        • $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