1.5 CFP® CE Hours

Sheryl Garrett, CFP®, AIF®

True Financial Independence

We will talk about the risks we all face, and how middle income clients are impacted most severely.  How we planners need to rethink risks and how to prepare, mitigate and manage these risks with our clients.

Financial independence by itself is not ultimate security. We need health, water, food, electricity, safe and affordable housing, and a support network. We also need to make sure our money/cash flow is there when we need it.

How to think of these issues and enter into communication with clients to start or complete more thorough preparedness for ultimate independence.

About Sheryl Garrett, CFP®, AIF® 

Sheryl Garrett, CFP®, AIF®, founder of Garrett Planning Network and Garrett Investment Advisors, has been dubbed "The All-American Planner," because of her zealous mission to "help make competent, objective financial advice accessible to all people."

President Barak Obama recognized Sheryl during a 2015 speech.  She has been recognized six times by Investment Advisor magazine as "One of the Most Influential People in Financial Planning." The first recognition came in 2003 and again in the May 24, 2016 issue of ThinkAdvisor.com, the online version of the publication. Most recently, she was named the 2019 InvestmentNews Icon. 

For the inaugural InvestmentNews – Icons & Innovators issue, Sheryl was one of eighteen recipients of the "2016 Innovator Award." To celebrate the 50th Anniversary of Financial Planning, InvestmentNews named Sheryl one of the 20 People Who Helped Shape The Financial Planning Industry. 

Join Us!

1.5 CFP® CE Hours

Sheryl Garrett, CFP®, AIF | True Financial Independence

November 3, 2022 from 10:00 – 12:00pm MT (with an optional lunch hour from 3-4MT, please join us)

Schedule

• 15 mins — Opening Circle and Money Meditation
• 80 mins — Presentation on True Financial Independence from Sheryl Garrett, CFP®, AIF®
• 10 mins — 1:1 Conversations to explore the topic
• 15 mins — Integration and Harvest

Note: There will be an optional lunch hour from 12-1p MT to connect with fellow Finologists! 

What to Expect

About our How to Be a Finologist | Skills for the Humanity in Money© virtual education forums:

Our Finology Forum will be a curated, intimate experience designed to connect you with deep thinking, deep hearted, like-minded peers and meaningful professional & personal development capable of brining priceless value to your Prospects and Clients.

We’ll welcome you to the space with one of Natalie’s signature Money Breath Meditations and use storytelling, conversation, and experience to bring our Finology Educator’s content to life. Our forum will finish with both a 1:1 and group harvest to pull the experience together and ensure you have a tangible action step(s) to take back to your practice.

About Finology

“Economies are not machines and money contains the stuff of our souls…we must learn to talk about money with new language,” ~Richard (Dick) Wagner, JD, CFP®, Father of Finology, Financial Planning 3.0, p. 234. 

Finology answers this call!

Finology is:

1. The study of our Human Connections with Money, Value and Reciprocity 
2. The umbrella term for all the various aspects of our personal relationships with money and exchange) is the legacy of the wisdom and insights of R. (Dick) Wagner. It is the foundation of new language revolutionizing how we understand and relate with money.

$100 means something different to every person, and in fact different to same person in different context (think birthday money to paycheck money). There are infinite variations of money’s meaning, and all of them are connected to our personal connections to the values and exchanges at play.

Finology is a space where we orbit our money conversations around our Human Connections with the dynamics at play. This is the space where we create money’s meaning on a personal level and it’s from here that we make money decisions.

To do well with money, we need to do well in this space.

Money touches everything. Doing well with it is fundamental to doing well.

About the What is Finology? Project

Our work is to make the world a better place by helping people live well with money.

Our process is to Explore | Educate | Evolve.

• Explore our personal relationships and human connections to money as a Project and through the contributions of our Member Finologists and our Finology Fellows. 
• Educate Financial Professionals through our Finology Forums and other events, bringing Finology to clients & society and expanding Finology as a field. 
• Evolve personal and social understandings and relationships with money through deeper understandings of money and the human experience. We're making the world a better place through the positive evolution of what money can bring to all it touches (everything).

How Financial Planners benefit by being part of the Finology conversation

Why do 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, Financial Planning 3.0, p. 30).

This educational platform of The What is Finology? project is all about Money and your 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 clients in these ways are all about your Skills for the Humanity in Money©!