When

Tuesday, October 11, 2022 from 3:00 PM to 4:30 PM PDT
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Where

San Francisco Italian Athletic Club 
1630 Stockton Street
San Francisco, CA 94133
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  IN PERSON CHAPTER MEETING

Tuesday, October 11, 2022
 

Title:

Financial Health - It’s More than Numbers 

Speaker(s):
Mariah Hudler, LCSW, MBA
Owner, Financial Therapist, Koru Financial Therapy

Thank You to Our Meeting Strategic Partner!


 

Program Description:
In this interactive presentation, Mariah will guide attendees through taking a Money Scripts assessment, which measures four core money beliefs: Money Avoidance, Money Worship, Money Status, and Money Vigilance. 

We will review the beliefs and how knowing one’s beliefs are important for the client - financial planner relationship. Additionally, we will review how the assessment can help clients increase their financial awareness and find balance with their financial decision making. Attendees will also learn about financial therapy and how it complements financial planning. 

*This topic is currently under review by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):

Mariah Hudler, LCSW, MBA, owner and financial therapist at Koru Financial Therapy
Mariah, a Financial Therapist and Coach, blends mental health and financial management principles to help individuals, couples and entrepreneurs build their balance both financially and emotionally as well as create a healthy relationship with money. She received her MSW from UC Berkeley and her Executive MBA in New Zealand.  She is currently a CFT-I candidate, a newly established certification through the Financial Therapy Association. She is an avid adventurer, family person, cyclist, world citizen, weekend van lifer, and visionary of all good money things.

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes
4:30 pm - Social Networking Mixer (in the Ballroom)

Social Networking Mixer

Immediately following the above chapter meeting, we will be hosting a Social Networking Mixer in the Ballroom, which makes it very convenient to attend. Catch up with your colleagues, enjoy a drink and just have some fun! We hope you can join us!