Webinars

Many clients come to advisors in search of a healthier relationship with money, even if it is not talked about explicitly during client meetings.  Dr. Mary Gresham has developed a model that advisors can use to help their clients have a healthier relationship with money. 

At this webinar, Dr. Gresham will discuss: 

•      Why it is important to talk about having a good relationship with money

•      The four levels that comprise a healthy relationship with money

•      How to work with clients using this model

•      The benefits of having an easily understood and articulated model

Dr. Mary Gresham is a clinical and financial psychologist practicing in the Atlanta area. She has been researching, writing, speaking and working with money issues for many years.  Dr. Gresham is currently petitioning the American Psychological Association to create a Division of Financial Psychology. She is vice president of the Georgia Psychological Association and member of the Purposeful Planning Institute and the Financial Therapy Association.

This webinar is approved for IMCA CE credit.  IMCA ID is 12A4AI158