Long beach-south bay       chapter of camft

    Upcoming events

      • 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
      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



    Past events

    Fri, May 13, 2022 Special Considerations in Working with Gender Diverse Youth
    Fri, April 08, 2022 COVID Stress and Mental Health Impacts of Long COVID with Dr. Juliet Morgan MD
    Sat, March 19, 2022 Coffee with the President
    Fri, March 11, 2022 Applying Cultural Humility to Therapy
    Fri, February 11, 2022 Dialectical Behavior Therapy (DBT) Skills, Interventions and Treatment
    Sun, February 06, 2022 Networking Brunch and Nature Walk
    Fri, January 14, 2022 The Gifts of a Life Review of Your Lived and Unlived Life with Clients 50+ with Connie Zweig, Ph.D.
    Fri, December 10, 2021 In Person Holiday Chapter Meeting with presentation by Dr. Reid Hanlon: Holiday Triggers- How To Avoid Physical and Emotional Relapse During the Holidays
    Fri, November 05, 2021 Suicide Risk Assessment and Intervention – A Six Unit Course
    Fri, October 08, 2021 The Evolving Couple: Treatment and Interventions for Individuals and Couples
    Sat, October 02, 2021 Navigating the Road to Licensure
    Fri, September 10, 2021 How to Talk About Race With Your Therapy Clients: Developing a more effective way of addressing race related issues with Stephanie Tam Rosas
    Fri, August 13, 2021 Employment and Recovery: The role of vocation in treatment for individuals living with a chronic mental health condition with Adam Sholder
    Fri, July 23, 2021 Law & Ethics Part 2 with Alain Lance Montgomery, Esq. and Michael Griffin, Esq., LCSW
    Fri, June 25, 2021 Law & Ethics Part 1 with Kristin W. Roscoe, Esq. and Luke M. Martin, MBA, Esq.
    Sat, June 05, 2021 Navigating the Road to Licensure
    Fri, May 14, 2021 Understanding Divorce Resources and Options with Barry Davis, Divorce Mediator
    Fri, May 07, 2021 3000 Hour Club
    Fri, April 09, 2021 Intercultural Psychotherapy: The Impact of Culture on Identity with Rincy Matthew, MA, AMFT
    Fri, April 02, 2021 3000 Hour Club
    Sat, March 20, 2021 Navigating the Road to Licensure
    Fri, March 12, 2021 Networking and Trivia
    Fri, February 12, 2021 Treatment Resistant Depression: Diagnosis, Clinical Assessment and Novel Treatment Interventions with Dr. Martha Koo, MD
    Fri, January 08, 2021 Why Are Intimate Relationships So Difficult Today? Interventions for Couples Therapy with Dr. Sara Schwarzbaum EdD, LMFT, LCPC
    Fri, December 11, 2020 Music & Mental Health: A Guide For Non-Music Therapists To Help Engage Clients In Musical Interventions Presenter: John Mews, AMFT
    Fri, November 13, 2020 Walking & Talking Therapy - Presenter: Dr. Robyn Igelman
    Fri, October 09, 2020 Treating Out Of Control Sexual Behaviors - Presenter: Dr. Nazanin Moali, Ph.D
    Fri, September 11, 2020 Treating Attachment Wounds Through A Neurosequential Lens- Nathan Swaringen, LCSW
    Fri, September 11, 2020 Canceled - Gambling Addiction - Presenter: Alicia Brandt, LMFT
    Fri, August 14, 2020 Failure to Launch At Any Age: Treatment Interventions for Chronically Mentally Ill Clients & Their Families - Presenter: Adam Sholder
    Fri, August 14, 2020 Failure to Launch At Any Age: Community-Based Treatment Interventions for Individuals & Families Living with Chronic Mental Health Conditions Presenter: Adam Shoulder
    Fri, July 17, 2020 Fun Social/Networking Event
    Fri, July 10, 2020 Therapists Reconnecting & Sharing Insights on How To Improve Client Engagement Via TeleHealth - Collaborative Panel Discussion
    Fri, May 08, 2020 Canceled - The Role of the Clinician in Education: Understanding Special Education and General Education Services and How To Support Your Client With Educational, Behavioral or Social Difficulties At School - Presenter Erin Rieger, LMFT LEP
    Fri, March 13, 2020 2 CEU's Canine Assisted Psychotherapy Presenter Lisa Mink, LMFT
    Sat, February 22, 2020 3000 Club - The Road To Licensure
    Fri, February 14, 2020 Considerations in the Clinical Treatment of LGBTQ+ Clients - Presented by Linda Reeves and Alison Wood
    Fri, January 10, 2020 TeleHealth - Presented by Dr. Paul Puri
    Fri, December 13, 2019 Long Beach South Bay CAMFT Annual Holiday Party
    Fri, December 13, 2019 2 CEU's Systemic Affair Recovery Therapy (SART) Infidelity Counseling - Presented by Dr. Talal Alsaleem, PsyD. - Founder Infidelity Counseling Center
    Fri, December 06, 2019 3000 Club - Managing Test Anxiety, Start Up Costs & Marketing Yourself
    Fri, November 08, 2019 2 CEU's Treating Attachment Wounds in Children & Adults Through a Neurosequential Lens - Presenter Nathan Swaringen, LCSW
    Fri, October 11, 2019 2 CEU's Documentation: Understanding Medical Necessity - Legal & Financial Consequences of Inadequate Documentation Presented By: Nick Merkin, JD, MBA, CHC, CHPC - Hosted By Clear Recovery Center
    Fri, September 13, 2019 Neurofeedback, Biofeedback & TMS: When to Refer - Clients Presented by: Dr. Vanessa Jung, PsyD.
    Fri, August 16, 2019 6 CEUs Law & Ethics 2019: Tough Calls, Moral Dilemmas, Technology, and More! Presented by: Ben Caldwell, Psy.D. Hosted by: Clear Recovery Center
    Sat, July 13, 2019 LBSB Chapter Picnic -Veterans Park, Redondo Beach Presenters: Food, Networking, Drum Circle with John Mews, Sound Bath Dona Lafaurie, VST
    Fri, June 14, 2019 Marketing Your Private Practice Like A Pro! - Presented By Barry Davis, M.A., Mediator, Tracy Bevington, LMFT, Stevon Lewis, LMFT, Katie Vernoy, LMFT & Elizabeth Crim, LMFT
    Fri, June 07, 2019 Strategic Planning Retreat - Hilton Double Tree San Pedro - Portofino Room
    Fri, May 10, 2019 Eating Disorder Treatment Across Levels of Care: Where do my patients belong? Presented By: Dr. Linda Schack, Christina Weiss & Sara Burney Sponsored by: Center For Discovery
    Fri, April 12, 2019 The Intersection of Therapy, Religion & Faith - Presented By Robyn Kim, LMFT & Minister Dave Kim, JD
    Fri, March 08, 2019 Paths To Recovery After Trauma: Integrating CBT, Somatic Work, Neurobiofeedback, Hypnosis, Art, Drama, Micro-Expression, and Reconstructive Therapy - Presented by Psychologist & Author Dr. Carol Francis, LMFT
    Fri, March 01, 2019 Therapists' Book Group: Trauma Treatment & Techniques
    Fri, February 08, 2019 Creating Mindfulness In Relationships- Presented by Author Melissa Dumaz, LMFT
    Fri, February 01, 2019 Therapists' Book Group: "The Body Keeps the Score"
    Fri, January 11, 2019 These Sounds are Driving Me Crazy!” CBT/DBT Strategies for Managing Sound Sensitivity Disorders - Presented by Dr. Jaelline Jaffe
    Fri, January 04, 2019 Therapists' Book Group: "The Body Keeps the Score"
    Fri, December 14, 2018 Holiday Party - Quinn's Pub & Grill
    Fri, November 09, 2018 The Collaborative Divorce Process - Presented by Jon Kramer, LCSW, Kimberly Davidson, JD, Dawn Strachan, CDFA, Warren Sacks, CPA
    Fri, November 02, 2018 Therapists' Book Group: "Far From The Tree" - Exceptional Differences Between Parent and Child
    Fri, October 12, 2018 TECH ADDICTION - Complications for Young and Old Presented By: SEAN O’HARA PSY.D, NCAC I, SAP
    Fri, October 05, 2018 Therapists' Book Group: "Far From The Tree" - Exceptional Differences Between Parent and Child
    Fri, September 14, 2018 EMDR: How does it work? Applications with children, adult attachment, and other presenting problems. Presented By: Ofra Obejas, LCSW, RPT and Dr. Nora Taylor, Psy.D.
    Fri, September 07, 2018 Therapists' Book Group: "Couples, Love and Relationships"
    Fri, August 03, 2018 Therapists' Book Group: "Couples Counseling Techniques"
    Fri, July 13, 2018 Music as Therapy for Non-Music Therapists: Applications and Interventions for the Adult Client Presented by John Mews
    Fri, July 06, 2018 Therapists' Book Group: "Motivational Interviewing" by W. Miller and S. Rollnick
    Fri, June 08, 2018 DIR/Floor Time: A Developmental/Relational Play Therapy for ASD and Sensory Processing Challenges Presented by Dr. Esther Hess, Ph.D.
    Fri, June 01, 2018 Therapists' Book Group: "Motivational Interviewing" by W. Miller and S. Rollnick
    Fri, May 25, 2018 Job Fair
    Fri, May 11, 2018 "The Psychotherapist as a Creator of Outcomes!" - All Day Law & Ethics Training with Dave Jensen, JD, MFT
    Fri, May 04, 2018 Book Group: "Healing the Fragmented Selves of Trauma Survivors" by Janina Fisher
    Fri, April 13, 2018 Shame and Resilience with Lesli Maul, LCSW
    Fri, March 09, 2018 Can A Therapist Ever Retire? Financial Health & Wealth
    Fri, March 02, 2018 Book Group: "Trauma and the Soul" by Donald Kalsched
    Thu, March 01, 2018 CANCELED - 3000 Hour Club - Resume & Interview Skills Workshop with Katie Vernoy
    Fri, February 09, 2018 Engaging Parents: Overcoming Parental Resistance in Child and Family Therapy with Mercedes Samudio, LCSW
    Sat, February 03, 2018 3000 Hour Club - FREE MFT Job Panel
    Fri, January 12, 2018 Sacrificial Helping Syndrome: Why do we give more than we have? - Katie Vernoy MFT
    Sat, January 06, 2018 3000 Hour Club - A Vision Board Party: Dream It, Believe It, Claim It!
    Fri, January 05, 2018 LB-SB CAMFT Book Group - "The Mindful Therapist" by Daniel J. Siegel
    Fri, December 08, 2017 Holiday Party
    Fri, December 08, 2017 Holiday Party 3000 Club
    Fri, November 10, 2017 The Empowerment Space: Addressing Bullying with Families - Danielle Matthew, LMFT
    Fri, October 13, 2017 Anger Therapy: Harnessing the Power of Strong Emotion
    Fri, September 08, 2017 "What Therapists Need to Know about Divorce – The Good, the Bad and the Ugly" – Barry Davis Mediation
    Fri, June 09, 2017 Family Systems: From Assessment to Transformation
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