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

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
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 30 years. Susan has developed tools for practical applications of therapy that clients can use both during planning meetings and for personal growth in their journey. She is author of several books including her 2014 book, Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning. It was listed as #1 "Must Read" for advisers by Investment News magazine. Susan's new book, Mindful Money Matters: 8 Ways to Honor Yourself and Your Financial Plan, is designed for deepening financial self-awareness and applying new insights in money management. Susan has been quoted extensively in the media and has served on the Financial Therapy Association Board. She has counseled hundreds of clients, and now teaches her tools to diverse audiences, including practitioners.

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