First session is December 8th, 2021 – 6 hours of CE Credit
Theme: "Contemplation of the Imperfect," ~ The Book of Tea, Okakura Kakuzo
When someone says, $100, we all know what that means, right?
$100 is one hundred US dollars - a hard, quantifiable amount of value. But if we pull back another layer and put that same $100 into the context of real people, or family, or an individual person, and their unique life -- the story becomes messy and profound.
Which is why people hire a Financial Planner. "[A financial planner's] worth is in our wisdom and insights, including our own intimate understandings of money and its powers," (Richard Wagner, JD, CFP®, & founding father of Finology, FP 3.0, p. 30).
Our new educational platform, What is Finology? CE Days, is all about Money and Human Skills. When we strip money down to simply the numbers, we strip the humanity out of it! But that's not what it's like for our clients, or in real life. In reality, $100 means something different to you than it does to each of your clients than it does to me than it does to anyone else!
If someone is simply looking for the numbers, fine, there are lots of services for that. But if someone is coming to you, they're looking for more... They're looking for an understanding of value and meaning that goes beyond the numbers. They're looking to be seen as a person first and for their money to be viewed in this light.
Your abilities to serve in these ways are all about your Skills for the Humanity in Money!
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Join us December 8, 2021, for our first-ever, What is Finology? Project, Continuing Education Days | Skills for the Humanity in Money!
Our forum will be an intimate experience from beginning to end, submersing you with the same small peer group throughout the day for these powerful and personal sessions. With generous breaks and plenty of time for "like-minded mingling," our online space, Airmeet, allows for both intentional and spontaneous conversations, as well as one on one and group table discussions.
Gayle Colman, CFP® (Somatic Finance), Thom Allison, CFP® (Lateral thinking), Jen Laun, CFP® (Giving and Receiving) & Susan Bradley, CFP®, CeFT® (Financial Transitions) for 6 CE credits share their wisdom and insights in this unique invitation for you to cultivate your Skills for the Humanity in Money!
"...as it is a tender attempt to accomplish something possible in this impossible thing we know as life" ~ The Book of Tea, Okakura Kakuzo
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Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
Read MorePodcast CommentaryThis is a continuation of Natalie’s conversation with Gayle about incorporating the body in our money decisions.“…this is why it’s so important that we have our own power, our own sovereignty when we fully inhabit our body.” ~Gayle Colman, WiF? Do you feel confident in your own power? Do you wish you did more? If so,
Read MoreAuthors Biographies This was originally published in the April 2009 Journal of Financial Planning by Jeanne and Charles. Jeanne A. Robinson, CFP®, is president and co-owner of the Marshall Financial Group in Doylestown, Pennsylvania. Charles G. Hughes, Jr., CFP®, is founder and principal of C. G. Hughes Company LLC in Bay Shore, New York.Executive Summary Several major
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