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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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Retiring Amidst COVID-19 Crisis

Retiring Amidst COVID-19 CrisisFor many Boomers, 2020 was going to be the start of a new phase in their life as they planned to retire. And then the world changed in an instant, leaving some to wonder whether this really will be the start of their Golden Years or if those dreams will have to be deferred. For others close to retirement that now find themselves jobless, it may feel less like a choice than an unfortunate circumstance foisted upon them. 

Either way, financial experts say before panicking, take a deep breath. Inhale…hold…exhale. Okay? 

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