Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Susan Zimmerman is a Licensed Marriage & Family Therapist and Chartered Financial Consultant. She has blended psychotherapeutic methodologies into her financial planning conversations for 25 years. Susan has developed tools for practical applications of mindfulness and cognitive therapy that clients can use both during planning meetings and for their ongoing personal growth in their personal finance journey. She is author of several books including her 2014 book for practitioners, Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning. It was listed as #1 "Must Read" for advisors by Investment News magazine. Susan's new book for consumers, Mindful Money Matters: 8 Ways to Honor Yourself and Your Financial Plan, is designed for readers to deepen their financial self-awareness and apply new insights to their approach to money management. Susan has been quoted extensively in the media and has served on the Financial Therapy Association Board. She has coached hundreds of clients in financial counseling and planning, and now teaches her tools to financial and mental health practitioners.



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