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Financial Therapy Insights for Financial Counseling & Education

Today, everyone is focused on how to create behavior change that lasts; this webinar offers insights into the new field of financial therapy that stems from the world of psychology, where behavior change has been proven. This session will explain what financial therapy is and how it differs from financial counseling, coaching, and planning. You will learn some of the specific techniques and models used in financial therapy and even some tips on how to incorporate some of these techniques into your sessions to help facilitate the opportunity for lasting financial behavior change with your clients. This is a seminar you won’t want to miss that covers a new and exciting field and offers insights on how to bring value to your practice and clients. This 90-minute webinar is part of the 3-day Military Families Learning Network's Personal Finance Virtual Learning Event.

How to Join

*To connect to this webinar, it is strongly suggested that you use Google Chrome for both PC and Mac connections. If this is not an option, Internet Explorer may be used if connecting via PC. Safari and Firefox have not been successful in accessing this webinar platform.

  • Minimum Adobe Flash Player version 11.2
  • Login as a guest
  • Allow Adobe Flash Player to access your computer
  • Please allow time for the moderator to grant you access to the room
  • If you become stuck at the “connecting to the server” page, refresh your page

For those who cannot connect to the Adobe site, an alternative viewing of this webinar will be running on Ustream http://www.ustream.tv/channel/milfamln 

CEUs

AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here.  This webinar is also approved for 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC).

Speaker

Dr. Mary Bell Carlson is a is a leading researcher in military financial behavior and the principal of Silverbell Solutions, L.L.C., a financial therapy and consulting firm based in Arlington, VA. She’s a Certified Financial Planner® and holds both the Accredited Financial Counselor™ and the Certified Retirement Counselor® designations. In addition to her academic publications, Dr. Carlson has given numerous presentations to a wide variety of audiences in order to help simplify complex financial topics, encourage lasting behavior change, and improve relationships. Dr. Carlson has become a sought-after speaker and consultant given her wealth of experience and expertise in financial behavior change. She cares deeply about people and is committed to helping others understand more about money, communication, and relationships. For more information on Dr. Carlson and her services, go to www.Silverbellsolutions.org

The Cover image 14296 counseling & psychology by Texas A&M University Marking Communications Photography for this webinar is licensed Creative Commons CC BY 2.0.

Created by Molly Herndon

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