Heading to the FPA Annual Conference in Minneapolis today. I will give a presentation Friday on “Difficult Client Conversations Around Enabling Adult Children.” The talk highlights the successful use of Financial Therapy to bring about successful outcomes for both the enabler and the enabled. Here is a little preview….
Tag Archives | fpa
This week I did a very quick trip to Seattle, WA, where I spoke on my client process at the annual symposium of the Puget Sound FPA. TD Ameritrade sponsored my talk, which was a first for both of us. I appreciated their sponsorship, as I know those in attendence at my presentation did, too. […]