It is likely that the majority of financial planners will work with families with a member suffering from Alzheimer's disease because it is the most common form of dementia. These families often experience a type of grief that is overlooked, known as ambiguous loss. Join the contributors of August's Journal of Financial Planning, Emily Forst, Megan McCoy, Ph.D., LMFT, and Shelitha Smodic, CFP, as they discussed how financial therapy could aid financial planners in supporting their clients through emotional stress, and how to develop more empathy for families experiencing ambiguous loss. This online roundtable is an interactive discussion with the panel and audience Q&A that was led by Kieran Rooney, CFP, Journal in the Round moderator and FPA member.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

Course Objectives
  • Understand potential difficult conversations that arise with later-in-life planning.
  • Explain how mental health theories can be applied to the financial planning process using financial therapy techniques.
  • Demonstrate how using the guidelines proposed by researchers will enable financial planners to develop better communication skills and deepen relationships with clients.
  • Learn about the concept of Ambiguous loss within the context of financial planning.
Course Information
Date Presented:
August 28, 2019 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: Guiding Clients through Ambiguous Loss
Speaker Information
Emily Forst  [ view bio ]
Megan McCoy, Ph.D., LMFT  [ view bio ]
Kieran Elizabeth Rooney, CFP, EA  [ view bio ]
Shelitha Smodic, CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$19.00