PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
Part 3 of Difficult Conversations Three-Part Series
Financial planners are faced with a multitude of difficult conversations or situations with their clients. In the third of this series on this topic, Nathan Astle and Megan McCoy, Ph.D., LMFT, will discuss the challenges financial planners face when dealing with a couple’s financial infidelity or when one client shares a secret they cannot share with their partner. A recent article in the Journal of Financial Therapy highlights the rates of financial infidelity in this country with 27 percent of couples admitting to keeping a financial secret from their partner, and 53 percent of couples reporting behaviors associated with financial infidelity. In part three of the Difficult Conversations Program Series, participants will develop introductory skills for managing couples in conflict and will know how and when to refer to a financial therapist for additional support.
- Learn how and when to refer to a financial therapist or mental health practitioner.
- Understand basic processes of forgiveness within couples.
- Understand the prevalence and effects of financial infidelity on couple dynamics.
- Learn introductory skills to manage financial conflict between partners in session.
June 25, 2019 2:00 PM Eastern