Money and Meaning: An Exploration of One’s Money and Class Identity

As therapists, we often avoid and miss opportunities to talk about money due to our own discomfort around the meaning of money and class in our families and society. This discomfort can manifest in setting fees and discussing billing, especially when we work with clients with less or more financial resources then ourselves.

This workshop will help therapists explore the beliefs we hold and the premises we have internalized around when and how we speak about money and how it relates to social standing, class and internalized feelings of superiority and inferiority. Participants will be guided in exploring the thread of money and class identity through a multigenerational emotional mapping of patterns in their family history with the goal of developing fluidity and comfort with guiding one’s self and clients to a deeper understanding of the meaning of money in our lives.

Learning Objectives:

  • Invite conversation and exploration of money and meaning in a neutral safe environment
  • Follow the thread of money and money/class identity through a multigenerational mapping of patterns, family histories and class identities
  • Get greater understanding of one’s money identity to offer a fuller location of self around class and economic circumstances
  • Feel more at ease in setting fees with clients


Judith Stern Peck, LCSW, is a prominent family therapist and family business consultant. She is the Director of the Money and Family Life Project at the Ackerman Institute for the Family, was a participant in the consultant referral service on the Council on Foundations’ Family Foundation Services department, and received “Fellow” status by FFI, the professional organization for Family Business Consultants after her 20+ years of experience working with family businesses and family foundations. Judy’s received a BA from Finch College, an MSW from Yeshiva University, and received a post-graduate certificate in family therapy from the Ackerman Institute for the Family.

Betsy Witten, J.D., graduated from Columbia Law School and went on to work in several fields as an attorney, a social justice advocate and Program Director at a national foundation. She now oversees her own family’s family office managing investments, stewardship and family governance.

Date / Time:

This workshop will repeat on four different dates. Seating in each section is limited. Choose any one date from the following:

Thursday, February 27; March 26; or April 30, 2020
10:00 am–4:00 pm

Continuing Education:

5 CE Contact Hours

Register Online:

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