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Tag: fpa

Rick to Present on Enabling Adult Children

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...

Seattle: Warm Hearts, Rainy Weather

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...