Money Matters – A Team Approach to Understanding the Emotional and Practical Needs of Clients

FACP Annual Conference 2022

This workshop will explore how “Money Matters” differently to each client, and how it influences their decision-making process. We will explain how four categories help describe a client’s relationship to “Money”. And, we will demonstrate how the roles of the Lawyer, Mental Health and Financial Neutral can support the client emotionally and help set reasonable expectations by understanding the category a client identifies with. Attend this workshop to learn how the professional team can explore complex financial issues with the clients when “Money Matters”.

Approval Period: 07/15/2022 – 01/31/2024

CLE Credits:

  • General: 1.5

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