2019 Webinars

 Every presentation is scheduled for the First Friday of every month at 1pm EST.

 March

Exploring How Financial Therapy Can Aid in Financial Planning Practices

Three members from the Financial Therapy Association’s Board of Directors will discuss why and how mental health professionals can integrate financial therapy into their practice. Financial Therapy is an approach informed by both therapeutic and financial competencies that allows clients to reach their financial goals and how to attend and overcome the emotional, psychological, behavioral and relational hurdles. The webinar will focus on how research supports the presupposition that there are both interior and exterior sides to one’s relationship with money and both are important to address. The webinar will also examine how financial therapy differs similar disciplines.

Presenters:

Megan McCoy earned her Master's degree in Marriage and Family Therapy from Drexel University and her Ph.D. in Human Development and Family Science (with an emphasis in Marriage and Family Therapy) from the University of Georgia. She is a licensed marriage and family therapist with extensive experience doing financial therapy in private practice and alongside financial planners at the Aspire Clinic at UGA.

Meghaan R. Lurtz is currently President of the Financial Therapy Association, In addition to her work with FTA, she is a Senior Research Associate at Kitces.com and teaches at the University of Maryland University College in their CFP program. Finally, Meghaan is also currently working on her Ph.D. in Personal Financial Planning at Kansas State University.

Edward O. Coambs is a Ph.D. student at Kansas State University in the Institute of Personal Financial Planning. He runs Carolinas Couples Counseling a therapy center dedicated to healing and treatment of couples facing the dynamic intersection of marital distress and financial distress.

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April

TBD

July 

Hillary Straus 
How Jungian Therapy Can be Applied to the Financial Therapy Process 

September

Jeffrey Dew
Attitudinal, Behavioral and Relational Domains that May

 Buffer Married Couples' Negative Relationship Responses to Economic Distress

November

Marcia Grant 
Exploring Cultural Competence Within Financial Therapy

Previous Webinars:

Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!

• 2018-313: Academic Research Colloquium, Financial Planning Review
• 2018-312: Bridging the Relational Gap: How to be More Productive and Profitable When Serving Married Clients with Relationship Challenges
• 2018-311: "CFT-I™ Certification Update"
• 2018-310: "Financial Behavior: The Psychology of Client Communications"
• 2018-309: Your Financial Mindset: Simple Psychology for Better Financial Well-being
• 2018-308: Am I Doing The Right Thing?: Client Anxieties Around Wealth Transfers and How to Help, February 2, 2018
• 2017-301: Spenders and Savers: Conflict and Resolution Strategies, March 3, 2017
• 2017-302: Diversity in Financial Therapy, April 7, 2017
• 2017-303: Building Financial Peace: A Conflict Resolutions Framework for Money Arguments, June 2, 2017
  
  
• Special Update: What's Going on with FTA: An Update with Megan Ford and Kristy Archuleta, August 2017
  
  
• 2017-304: Help Clients Get a Financially Smart Divorce, September 8, 2017
• 2017-305: Millennials and the Unrealities of Student Debt, October 13, 2017
• 2016-201: Integrating Financial Therapy with Couples Therapy, February 5, 2016
• 2016-204: Serving the Wealthy: A Financial Psychological Profile That Can Help Your Clients, June 3, 2016
• 2016-206: How to Launch and Grow a Financial Wellness Program, August 5, 2016
• 2016-207: Revealing Family Financial Stories Using Genograms, September 9, 2016
• 2016-210: Ethical Issues and Decision Making in Collaborative Styles of Financial Therapy, December 2, 2016
  
  
• 2015-103: It Takes Two: A Look at Conjoint Financial Therapy, August 28, 2015

Webinar Pricing:

FTA Professional Members: $10

FTA Student Members: $5

Non-members: $39  Please consider joining FTA! Click here: Membership

Cancellation and Refund Policy for Live Webinars: Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows.