2020 Webinars

 Every presentation is scheduled for the First Friday of every month at 1pm EST, unless otherwise noted.

July 10, 2020

 

Behavioral Economics of Retirement: Financial Therapy within workplace retirement plans

Workplace retirement plan sponsors and their financial advisors face significant risks from litigation, focusing on their fiduciary liability. Both groups should consider strategies to reduce these risks. The three main plans are communication, structural, and blended approaches. The communication approach is particularly useful when, among other things, a change in organizational behavior is required to improve or implement fiduciary management of the retirement plan.

Presenter: George M. Blount, DBA

George M. Blount assumes several roles that focus on the financial well-being of individuals and families. A Financial Therapist, Behavioral Economist, and Educator, George serves as the Managing Partner for NBalance Financial. A seasoned financial service professional assuming several roles over a 20_ year career financial services; holding positions in sales, sales management, project management, and strategy & research. Fifteen of the 21 years worked in financial services were dedicated to the retirement plan market, helping Americans reach a dignified retirement.

Register Here 


 Coming Soon

August 7, 2020

The Ongoing Financial Impact of COVID-19: How to Help Your Clients Find Sure Financial Footing

Speaker: Christine Callahan, PhD, LCSW-C 

Register Here 


September 11, 2020

Stuck Points In the Advising or Clinical Relationship

Speaker: Moira Somers, Ph.D., C.Psych


Webinar Pricing:

FTA Professional Members: $10

FTA Student Members: $5

Non-members: $39  Please consider joining FTA! Click here: Membership

Cancellation and Refund Policy for Live Webinars: Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows.


Previous Webinars:

Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!