2020 Webinars

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

October 2, 2020

 

Financially Empowering Widows

Death of a spouse hands down has been proven to be the most stressful life event one can experience. Widowhood is such an intense transitional experience that widows need strong support but at the same time married friends often become distant, other friends are simply uncomfortable and often family members live far away.  You as her trusted advisor can be her most important support.  A recent piece of research shows when women receive this type of support they are statistically more loyal, more likely to promote you and more likely to tell their family and friends about you. In other words, the work you do with widows may require extra time, thought and patience now but it is well worth it over the long run to establish a client who will never leave you.

Presenter: Dr. Laura H. Mattia, MBA, CFP®, NAPFA Registered Advisor

Dr. Laura H. Mattia, MBA, CFP®, NAPFA Registered Advisor is the Founder of the Women’s Money Empowerment Program now affiliated with the Women’s Resource Center in South Florida.  She is author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services released July, 2018 by Palgrave Macmillan and has appeared in numerous media outlets as a researcher, financial thought leader and advocate for female financial empowerment. A former corporate financial executive turned principal/fee-only planner, Dr. Mattia is passionate about empowering people, especially women to make better financial decisions to protect themselves against the uncertainties of life. 

In addition, Dr. Mattia teaches future CFP’s at Texas Tech University and recently created a new CFP registered program at the University of South Florida. Dr. Mattia is passionate about improving the industry by ensuring future financial advisors receive a baseline education so they are competent and ethical. 

Register Here 


 Coming Soon

November 6, 2020

The Hidden Code of End-of-Life Decisions

Speaker: Russell James

Register Here


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.


Previous Webinars:

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