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Teleclasses, Workshops

ABC’s 20/20 To Feature Kahler and Klontz Workshop

Financial therapy, like any other psychotherapy, can be intense. At the root of many destructive financial behaviors, such as overspending or under-earning, are a host of seemingly unrelated traumas that have never been acknowledged or addressed. It’s essential,...

Money, Relationships and Your Relationship to Money

Here is an opportunity for those of you that live near New York city to attend a great, introductory workshop to money and relationships. Dr. Trachtman, the director of MORE Service for Money & Relationships, will conduct this 2 hour seminar. Dr. Trachtman...

Local Workshop Addresses the Psychology of Money

I thought I would pass along a unique money workshop opportunity offered by Dave Jetson, of Jetson Counseling. Dave has offered this workshop for the past two years and has had great success with it. He created it using a model that I developed and tested several...

Understanding Medicare – This Week’s Teleclass

Understanding medicare can be challenging, even for financial planners. This is one health care program where there is no one size that fits all. Join us this Thursday for a teleclass with our guest, Vicki Simpson, an expert in individual health insurance and Medicare...

Join Rick Online For “The Psychology of Money” Course

In just a few weeks I will begin instructing a 16-week course on “The Psychology of Money: Understanding Your Clients From the Inside Out.” I will be using Facilitating Financial Health as the main text book. I’ll take participants on a journey of...