Money has complex significance for couples and families no matter what their financial status may be. It also has been a difficult subject to talk about in clinical situations. Both patients and therapists often have difficulty discussing money issues, and this can be confounded if therapists lack confidence in their ability to ask the right questions. This interactive, case-based session examines the role of money in families, outlines financial basics for therapists, and presents collaboration scenarios with other experts when confronting issues in financially complex families.

Faculty: G Scott Budge, PhD, founding member, Money and Family Life project, Ackerman Institute; Managing Director Business Solutions at Calder Service Systems—building and optimizing wealth management systems for multi-family offices; Gregory T. Rogers, MBA, Founder and President, Raylign Advisory—family facilitator regarding applied values, leadership and decision making, human asset development and financial alignment; member, Money and Family Life project, Ackerman Institute.

Date: Friday, April 18, 2008
Time: 10 am to 4 pm
Tuition: $115
CE Credits: 5

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