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Widows Empowerment Event

WEE 2021 speaker KristinaGIn September, Kristina attended the WEE “Widows Empowerment Event” national conference in Houston, Texas.

There were 150 windows in attendance and speakers ranged from newly widowed authors, to financial subject experts and nutritionists.

The event run by Modern Widows Club founder and president, Carolyn Moore, was empowering and uplifting.  The support that is provided to and by the “Wisters” is amazing to see!

Kristina spoke about the importance of preplanning for end of life decisions and discussed with attendees the social securities benefits that widows and their children are entitled to.

We are thrilled to support such an important and valuable organization and we look forward to attending future events. 

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Thought-Leaders on Interpersonal Neurobiology To Be Awarded FPA’s 2021 Montgomery-Warschauer Award

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Julie Fortin, CFP®, FBS®, CeFT®, Marlis Jansen, LMFT, FBS®, and Bradley T. Klontz, Psy.D., CFP® to receive annual award for outstanding contribution to the Journal of Financial Planning



DENVER (April 21, 2021)— The Financial Planning Association® (FPA®) is pleased to announce Julie Fortin, CFP®, FBS®, CeFT®; Marlis Jansen, LMFT, FBS®; and Bradley T. Klontz, Psy.D., CFP®, as the recipients of the 2021 Montgomery-Warschauer Award for their May 2020 Journal of Financial Planning paper, “Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being.”

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Julie Fortin Interviewed by Next Gen Mentoring Forum on Financial Psychology

It is our extreme pleasure to share that Julie Fortin, CFP®, FBS®, CeFT® was recently interviewed by Dr. Chia-Li Chien for the California Lutheran University’s Next Gen Mentoring Forum regarding Julie’s contribution to the emerging field of financial psychology.  In this interview, Julie shares how the use of integration and attunement leads to an enriching client experience as well as increased financial wellbeing.  To watch the interview, click the video above.


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