Susan Turnbull, Founder and Principal, at Personal Legacy Advisors, LLC, shares her insights on this important topic.
Sarah was one of the recipients of the 2016 Montgomery-Warschauer Award for the November 2015 Journal of Financial Planning article she cowrote, “From Functioning to Flourishing: Applying Positive Psychology to Financial Planning.” She also spoke on this topic at our 2016 Retreat.
Bob Mauterstock, CFP®, presents this valuable information in his field of study. Mauterstock was also a speaker at our 2016 MQ Retreat.
Megan Ford, M.S., LMFT shares new research in Financial Therapy, conducted in the University of Georigia’s ASPIRE Clinic, and how it can be applied to a financial planning practice.