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    • Financial Therapy Basics – What is it and why is it especially important now?

    Financial Therapy Basics – What is it and why is it especially important now?

    • Fri, June 10, 2022
    • 8:45 AM - 11:15 AM (PDT)
    • Via Zoom - Attendees receive Zoom link via email the night before and morning of the event

    Registration

    (depends on selected options)

    Base fee:
    • Free for all members who pre-register

    Register

    Zoom Chapter Meeting

    Financial Therapy Basics – What is it and why is it especially important now?

    with Tara Unverzagt

    A person smiling with her hand on her chin Description automatically generated with medium confidence

    The workshop will start with a history of how and when financial therapy was born. The basics tools and concepts of financial will be explored. We’ll take a deeper dive into money beliefs and how they affect behaviors. Case studies will be presented illustrating how financial dysfunction shows up in people’s lives and how financial therapy approaches these issues. A brief discussion of how attachment theory, EFT, and IFS are applied to financial therapy. And we’ll wrap up the discussion with an overview of where Financial Therapy is today and current plans for further development of the field.


    Educational Learning Objectives


    1. Understand what Financial Therapy is and when it might be helpful for your clients. 

    2. Know what Money Scripts/beliefs are and how to identify them in your clients.

    3. Know how to identify a financial flashpoint in a client’s life and how it impacts their life today.

    4. How cultural influences impact financial wellbeing and money decisions.

    BIO:

    Tara Unverzagt first explored financial planning as a kid growing up with a mom who became a financial planner in the 1970s, before the career even existed.  

    Tara has been working in financial planning, investment advice, and tax preparation for 30 years. She specializes in multigenerational financial planning including successful retirement, generation wealth transfer, and financial coaching for younger generations. 

    Tara includes Financial Therapy while working with her clients to address beliefs and behaviors that prevent them from achieving financial wellbeing or affects their relationships. 

    Tara received a Bachelor of Science degree in Computer Science from Purdue University and an MBA degree from Pepperdine University. She is a Certified Financial Planner (CFP) and a Certification in Financial Therapy Level I (CFT-I). In addition to being a registered tax preparer with California Tax Education Council and the IRS and an Investment Advisory Representative (IAR) with the SEC.

     In order for you to make the most of your time with her, Tara has created a survey for you to fill out ahead of the workshop to determine your Money Scripts (she'll teach you all about it during the workshop!). Click HERE to fill out the survey! Please email Tara at tara@sbfinancialpartners.com with any questions.



    Virtual Meetings Are Now FREE

    For LBSB CAMFT Members Who Pre-Register!

    Participants Will Receive 2 CEU's Via Email


    8:45   A.M.      Breakout groups for networking 

    9:00   A.M.      Announcements from President

    9:15   A.M.      Presentation Begins

    11:15 A.M.      Presentation Ends


    For questions regarding CEU's contact Diane Bagatourian,

    Co-Director of Programs: programs1@lbsbcamft.org



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