Financial Boundaries - Help Your Clients Help Themselves

  • 5 May 2024
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Do you have clients that have trouble establishing or keeping clear financial boundaries with adult children, other family members or friends? As a Daily Money Manager, you have clear preview into the sort of unhealthy or unwanted patterns of financial dependence that can sometimes create a financial hardship for your client, if not an emotional one. Truthfully, it’s most likely not doing the other party any favors either. This webinar will introduce the topic of financial boundaries and give tips, tools & strategies to assist you in helping your clients.

This session eligible for 1 credit hour of Ethics toward CDMM® recertification.

Intended Audience:

This presentation is for Daily Money Managers who have struggled with how to help clients who are having troubles with setting and keeping positive financial boundaries in their lives.

Presenter: Jennifer Rayner

Jennifer Rayner is the founder of Mindfulness of Money, a financial well-being organization located in San Diego, CA. She is also President and CEO of Wealth Rescue Strategies, Inc. and an Accredited Investment Fiduciary (AIF), leveraging almost 25 years of financial industry experience. Her certification in the area of Financial Social Work and her membership in the Financial Therapy Association give her a unique perspective as a financial advisor.

Questions: Email AADMM Registration Office: registration@aadmm.com.