66th Annual Conference

Friday, February 20

Early Bird Open Sessions

7:15 A.M. – 8:15 A.M.

Session 210

Laying a Solid Foundation --the Financial Nitty Gritty

Presenters:           

Peter Cole, LCSW, Chartered Financial Consultant, Director of Insight Financial Group, Berkeley and Sacramento, California

Daisy Reese, LCSW, Private Practice, Sacramento, California

Therapists are experts at caring for others.  This presentation will offer the therapist an opportunity to begin the process of grounding him/herself in the financial realm.  We will work with both psychological and practical aspects of building a financial foundation.

Learning Objectives:

The attendee will be able to:

1. Identify the psychological barriers to financial competence

2. Evaluate the impact of family -of-origin culture and values on current financial well-being

3. Describe the basics of an individualized financial plan.

Course References:

1. Cole, Peter and Reese, Daisy.  True Self True Wealth. Simon and Schuster. New York: 2007.

2. Haaf, Peter.  Your Money or Your Life.  Doubleday. New York: 1989.

3. Bach, Robert.   Smart Women Finish Rich.  Simon and Schuster. New York: 1996.