In this all-day workshop, we’ll help you with the practicalities of money--financial and estate planning, keeping good records, controlling spending, and identifying the resources needed to meet financial goals. We’ll explore the psychological roots of our attitudes about money and the different perspectives men and women hold. We’ll help you clarify your relationship with money and resolve lifelong fears around finances. If you, or your clients, ever have anxiety about money, this is the one-stop, emotional and practical learning workshop you should attend.
Olivia Mellan, M.S., a groundbreaker in the field of money psychology and money conflict resolution, is the coauthor of five books, including Money Shy to Money Sure and The Client Connection. Her monthly column, "The Psychology of Advice," appears in Investment Advisor Magazine.
Eleanor Blayney, C.F.P., is president of a network of C.F.P. practitioners who help advise women with financial needs and the author of Women’s Worth: Finding Your Financial Confidence.
Peg Downey, C.F.P., nationally recognized as one of the top financial advisors in America, has won honors from Worth, Medical Economics, and Bloomberg’s Wealth Manager.