Online Webinar Education Event:
Money Talks: Financial Health and Mental Wellness
Date: Friday April 8 , 2022
Time: 9:00AM-6:00PM
Location:
Online ZOOM Webinar
Cost:
NYMFTN Interest Network Student Members – $0
NYMFTN Interest Network Members – $0
AAMFT Student Members - $100
AAMFT Members - $150
Non-Members – $200
Continuing Education:
7 Total CE for NYS MFTs, Mental Health Counselors, Social Workers
Please review our Continuing Education Policy
Please follow our Check In & Out Procedure for your Continuing Education Certificate
Please note AAMFT Event Cancellation/Refund Policy
More information
Workshop Description:
As systemic thinkers we understand that our clients dynamic lives extend far outside the therapy space. While we cannot be expected to be experts on every topic, in our capitalist society: Money Talks. Are we as therapists comfortable facilitating discussion on such a complex subject? With the pandemic continuing to exacerbate not only the mental health but financial stress of our clients, the divide between the have and have nots grows wider each day. Just as with any presenting problem, family of origin cultural, ethnic and class creates pressures for individuals, couples and families, but the transference and countertransference between therapist and client(s) often gets overlooked. Join us for a day long symposium with financial planners, coaches, mediators to dive deeper into this hot-button topic. Beginning with keynote speaker and author of “Fragile Power,” Dr. Paul Hokemeyer, presenters will speak on a variety of subjects from compulsive shopping to financial couples coaching. Enhance your financial and cultural sensitivity as we explore the intersection of financial health and mental wellness.
Participants will have the ability to register for half day or full day conference. This event is FREE or those with an active New York Marriage and Family Therapy (NYMFTN) membership. Consider joining NYMFTN, even if you are not licensed in this state—it’s cheaper than the cost of registration and provides you access to even more dynamic speakers and programming. Find out more info at www.nymftnetwork.com.
About the Presenters:
Paul L. Hokemeyer: Behavioural Health and Wealth: Towards a New Paradigm of Culturally Competant and Clinically Excelent Care (1.50 CEC)
The field of behavioral health has prided itself on addressing the unique cultural markers and clinical needs of minority populations. For decades, however, these minorities were restricted to populations who live in the world in positions of diminished power. Through is empirical research and clinical practice, Dr. Paul Hokemeyer has created a new paradigm of treatment to meet human beings who live in the world of power by virtue of a feature of their beings through a culturally competent lens. In this workshop you will learn the three distinct cultural markers of people of wealth, how traditionally those markers are ignored and violated in treatment settings, and how you can establish a therapeutic relationship with these patients to move them in a reparative direction.
Dr. Paul Hokemeyer is one of the world’s foremost authorities on the clinical and cultural issues that arise at the intersection of wealth, power and behavioral health. A licensed marriage and family therapist, he is the author of Fragile Power: Why Having Everything is Never Enough (Hazelden, 2019), founding principal of Drayson Mews International and a fellow in the Global Leaders in Healthcare program at Harvard Medical School.
Dr. Paul L. Hokemeyer is a fellow in the Global Leaders in Healthcare program at Harvard Medical School, clinician and author of Fragile Power (Hazelden, 2019). In Fragile Power, he sets forth a new paradigm for providing culturally competent and clinically effective care for individuals and families of wealth and power who struggle with mental health, personality, relational and addictive disorders.
Dr. Paul is listed as one of the world’s top “”Problem Solvers”” in Tatler’s High Net Worth Address book and founded Drayson Mews International in London to provide direct services and strategic solutions to high profile and high performance individuals, couples and families around the world. He also serves as a Senior Expert to Ishapani Advisors Limited, a U.K. based family governance firm.
His work has been utilized by the World Economic Forum and featured in a wide range of academic and popular publications including The New York Times, The Wall Street Journal, Harvard Business Review Arabia, The Johns Hopkins Newsletter, WebMD, The Journal of Wealth Management, London’s Daily Mail, U.S. News and World Report, Time and others. In addition, he appears regularly on both American and International News outlets including CNN, CNN International, FOXNews, Al Jazeera, The Today Show, and Good Morning America to provide expert commentary on the wide range of issues that arise at the intersection of power, celebrity, wealth and well-being.
A believer in education as a lifelong process, Dr. Paul holds a B.A. in economics, an M.A. in clinical psychology, a doctorate in law (J.D.), and a Ph.D. in psychology. During the pandemic, he studied how to optimize the use of digital technologies in the delivery mental health services at the Yale University School of Management. Dr. Paul is licensed in New York State as a Marriage and Family Therapist.
Carrie Rattle: Compulsive Shopping: Clients Losing Their Sense of Self and How to Help (1CEC)
This workshop will discuss the Perfect Storm and how retail, social media and financial influences continue to feed over shopping behaviors. Research on 7 identifying characteristics of compulsive shoppers as defined by worldwide experts in 2021 will be shared along with a list of shopping behaviors that when connected, may indicate a problem larger than simple consumerism. Different reasons for compulsive purchasing will be tied to the fulfillment of Maslow’s Hierarchy of Needs. And information on how financial awareness can dramatically reduce compulsive shopping on a temporary basis will be introduced. A program, proven by a third party and effectively used for +13 years will be briefly discussed in terms of how it can assist you in working with compulsive buyers yourself or on a referral basis. Most importantly, there will be time to hear how you would like further support for your clients.
Carrie is a 30-year veteran executive of the financial industry, working in both Canada and the U.S, as well as abroad. She is also a Certified Divorce Financial Analyst (CDFA) and an Accredited Financial Counselor (AFC), the only financial coaching designation recognized by FINRA.
To expand her depth of knowledge on the money psychology side, Carrie trained with Psychotherapist & Founder of MoneyHarmony Olivia Mellan. Olivia is a money psychology pioneer and critically acclaimed author who has been hosted on Oprah and other nationwide media.
Carrie further trained under clinical supervision with the nationally known and published author, Psychologist Dr. April Benson to work with compulsive shoppers. Carrie has been working with overshoppers as a core part of her practice for 4 years bought Dr. Benson’s business during COVID.
She has delivered keynote speeches, and has been quoted in media such as USA Today, CNBC, CBC, NextAdvisor | TIME, Newsweek, Yahoo! Finance, Success Magazine, Jean Chatzky “Her Money”, Blog Talk Radio, Vox and Mel Magazine.
Carrie resides with her husband and two little bunnies with big personalities.
Adam Kol: Breaking the Cycles: Money Anxiety, Avoidance, and Arguments (1.50CEC)
Finances are a top cause of stress and divorce, and yet there are strikingly-few resources on handling this hybrid relational/practical issue. This workshop changes that. It demystifies the cycles of money anxiety, avoidance, and arguments that keep couples and individuals stuck, overwhelmed, or even fighting about money. It deepens the practitioner’s financial self-awareness in ways that help both them and their clients. And it helps practitioners be confident and competent in addressing with clients one of the most challenging topics — money.
Adam Kol is The Couples Financial Coach, helping couples who love each other make sure the money conversation doesn’t get in the way. He also hosts the Couples Financial Coach Podcast.
Adam is a Certified Mediator, Attorney, and former Financial Advisor with a Duke Law degree and a Master’s in Tax Law from NYU. He is also is a musician, vegan, and social justice advocate.
Through his Pathways to Prosperity Program, numerous couples have achieved financial clarity, teamwork, and peace of mind. Adam has been quoted in The Wall Street Journal, Marie Claire, CNBC, and many more.
Glenn Dornfeld, Esquire: What’s a Pre-nup and Who Needs One? Basic Information and Best Practices for Therapists (1 CEC)
• What is a prenuptial agreement [pre-nup]? • What are the benefits and pitfalls of obtaining a pre-nup? • Who does/who does not need a prenup? • What are some options to pre-nups? • How are pre-nups created? • How can pre-nups be a constructive step for about-to-marry couples? • How can therapists support clients who want to bring up a prenup, and/or who are offended by the idea of a prenup? • When is it appropriate to refer out? • Mediator, Glenn Dornfeld will answer these questions and more while providing case presentations to elucidate.
Glenn E. Dornfeld, Esq., is a mediator, trainer/mentor, and family/divorce attorney with a solo mediation and legal practice in Manhattan, focusing intensively in divorce mediation. He frequently teaches and coaches mediators in various settings, and has presented multiple times at both the New York City Bar Association and New York County Supreme Court.
Glenn is a Past President of the New York State Council on Divorce Mediation, and before that, the Family and Divorce Mediation Council of Greater New York.
At the 2018 Annual Conference of the New York State Council on Divorce Mediation, Glenn was awarded the prestigious Abel Award for his long service to the field of family and divorce mediation and to divorcing couples in the Greater New York area.
Glenn graduated summa cum laude from Princeton University, and received his law degree from NYU’s School of Law. He is admitted to practice law in New York State and New Jersey.
Avani Ramnani & Davon Barrett:Facilitating Money Conversations with Your Clients(2CEC)
Are you finding it’s difficult to discuss money with your clients? Davon Barrett and Avani Ramnani of Francis Financial will be hosting a two-hour session that will help you think about different aspects of money conversations that you could be having with your clients. Determine your own money personality and discover how these archetypes can help you facilitate these conversations into a productive discussion. In addition, learn when to bring in a financial advisor into the picture to address your clients’ financial concerns and strategize for their future.
Avani is the Managing Director of Wealth Management and Financial Planning at Francis Financial. She holds a Bachelor’s degree in finance and an MBA with a specialization in finance from one of India’s top 10 business schools. Avani has 17 years of experience in the financial planning industry and an additional six years of experience working in strategy consulting. Over her extensive career, she has developed expertise in the areas of tax planning, financial planning, and investment management. She has earned the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®) designations. Avani is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter.
Davon is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) at Francis Financial, Inc.. Davon works directly with his clients to implement financial planning solutions that combine investment, insurance, tax, retirement and estate planning strategies. He has been featured in various press outlets such as CNBC, Barron’s, Financial Planning, The Balance, Grow from Acorns, Biz Journals, Chase.com and US News and World Report. Davon is passionate about giving back and volunteers as a pro bono advisor with the nonprofit, Savvy Ladies.
Stacy Francis: Own Your Worth: Securing Your Financial Future (0CEC)
Take control of your own financial future! In this one-hour session, Stacy Francis of Francis Financial will present on the best ways for you to be thinking about your own finances. This will include discussion on charging what you are worth, planning and saving for your retirement, and taking care of your own long-term financial security and your business.
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and the resource guide, Financial Help for Widows.