Featured Speakers

The Psychology of Money

Morgan Housel, Long Term Words LLC

Wednesday, October 27 at 9:00 a.m. EDT

Risk is the most important topic in investing. But it is not simple or intuitive. In this talk, Morgan Housel shares four stories that show how we can think about risk in a more productive way which helps investors make better decisions for themselves and their clients.

About Morgan:

Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism.

His book The Psychology of Money is now available.

Morgan has presented at more than 100 conferences in a dozen countries. He speaks about behavioral finance and history, using storytelling to explore how investors deal with risk and how we can think about risk in a more productive way.

Applying the Tools of the Masters
A Financial Life Planner's Search for the "Killer App" of Life Planning

Richard Kahler, First Financial Systems, Inc.

Thursday, October 28 at 10:00 a.m. EDT

With so many financial planning tools out there, it can be a challenge to find the best ones and put them into practice. In this workshop, Rick Kahler CFP®, CFT-I™, CeFT®, will discuss the exercises, forms, and techniques he uses with his own clients. He’ll cover which tools are most effective and how to best implement them. This is a fantastic introduction to some of the best exercises and tools for both new and existing clients. 

About Richard:

Rick Kahler, MS, CFP®, CFT-I™, CeFT® is a pioneer in integrating financial planning and psychology. Rick is one of the founders of financial therapy and has been recognized for his pioneering work in that field by InvestmentNews who gave Rick their 2019 annual Innovator Award and in 2018 by the Insiders Forum who named him their annual Iconoclast Award recipient. He is also a founding board member and past-chair of the Financial Therapy Association. He is a distinguished adjunct professor at Golden Gate University, a Finology Fellow, and a past chairman of the South Dakota Investment Council. His work and research has been featured or cited in scores of national and international periodicals and books. He is in his 30th year of writing a weekly column on personal finance which appears in several newspapers. He is a co-author of four books blending financial planning and therapy.

Financial Therapy 101

Dr. Kristy Archuleta, University of Georgia

Tuesday, October 26 at 9:00 a.m. EDT

When you practice comprehensive financial planning you are helping clients address all elements of their finances, which means that your work is intertwined many other aspects of their personal lives. Attend this session to learn how to navigate this intersection. Learn how to tap into your clients' strengths and motivations. You'll leave with a solid understanding of the financial planner's role in behavior modification plus two strategies you can implement immediately to help your clients achieve both their personal and financial goals.

About Kristy:

Dr. Kristy Archuleta is a professor in the financial planning program at the University of Georgia, a licensed marriage and family therapist, and a Certified Financial Therapist-I™. Prior to joining the faculty at UGA in 2018, she was an associate professor and program director of the personal financial planning program at Kansas State University. Her research and teaching interests relate to financial therapy, couples and money, and effective mechanisms to improve financial and overall well-being. She has co-edited two books: Financial Planning and Scales and Financial Therapy: Theory, Research, and Practice and published numerous scholarly articles. 

Dr. Archuleta is a co-founding board member and past-president of the Financial Therapy Association, co-founding editor of the Journal of Financial Therapy, and a co-founder of Women Managing the Farm. She serves on the Board of Directors for the National Association of Personal Financial Advisors and the National Consumer Education Foundation, the Financial Therapy Association Certification Committee, and the editorial boards for Financial Planning Review, Journal of Financial Planning, and Korean Financial Planning Review. She is commonly featured in podcasts and major news media outlets, such as the New York Times, Investment News, and CNBC.