NYACP 2024 ANNUAL MEMBERSHIP MEETING AND TRAINING
Thursday, December 12, 2024

New York City Bar Association
42 West 44th Street, New York, NY 10036 (between 5th & 6th Avenues)

REGISTER BY 10/2/2024 FOR AN EARLY BIRD DISCOUNT!

Registration is Open!

Business Meeting ~ Networking Lunch ~ Professional Training ~ Evening Reception

CLE and CFP Credits will be available by NYACP
CE Credits for Mental Health Professionals via FamilyKind
FamilyKind is an approved NYS provider of Continuing Education Credits for Licensed Clinical Social Workers and Licensed Psychologists

AGENDA

12:00pm - 1:00pm
Lunch and NYACP Business and Membership Meeting

1:00pm - 5:00pm
Dr. Charles Chaffin Presentation:
Client Crisis Events: Helping an Individual Navigate Divorce and Other Significant Life Events

Dr. Chaffin will discuss ways to help individuals who are confronting challenges related to divorce. Drawing upon his work in the cognitive psychology as well as the psychology of financial planning, he will discuss the stages that individuals go through as it relates to the stages of change and how to communicate at each of these stages. Finally, he will discuss how to engage individuals who are in crisis.

This session will be interactive, consisting of breakout exercises amongst attendees as well as group discussion.

Hour 1
Change process- Steps of motivational interviewing and identify client’s stages when it comes to change.

Hour 2
Breakout groups- Communication dos and don’ts.
Group will go back and forth between large group session/discussion and breakout throughout this hour.

Hour 3
Client crisis events: What to do about it

Hour 4
Breakout groups: Roleplay amongst groups in navigating crisis events
Group will go back and forth between large group session/discussion and breakout throughout this hour.

Dr. Charles Chaffin, Author/Consultant/Professor

Dr. Charles Chaffin’s work brings psychology to financial planning practice. He has served as author or lead editor of 7 different books within financial planning and cognitive psychology, helping practitioners become more client-centered as well as helping individuals and companies address distraction in the workplace. He most recently appeared on CNBC with appearances on multiple TV and radio shows and has given keynote talks in 12 countries.

He was editor of The Financial Planning Competency Handbook (2013, 2016) as well as lead author and editor of Client Psychology (2018).

Dr. Chaffin is co-founder of the Psychology of Financial Planning suite of programs which has enrolled close to 5,000 advisors and students from close to 100 colleges and universities within the first year. He is also co-founder of MRI, the Money & Risk Inventory, a first-of-its-kind assessment that explores the financial psychology and risk tolerance of a client and provides practical insights to the advisor.

Dr. Chaffin served as co-Academic Director of the Client Psychology program at The Wharton School as well as Program Lead of the Financial Planning Teaching Seminar at Columbia University. He is co-founder of the Affirming Advisor™ program, the first designation in financial services designed to help advisor better serve LGBTQIA+ clients and allies. In his previous role, he led research and education activities at CFP Board for over a decade. He is based in New York and is Professor of Practice at Iowa State University.

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