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PARENTING AND TWEENS: 

PRESENTED AT: Chapin School, Dalton School, Ethical Culture/Fieldston School, Monclair-Kimberly Academy, Spence School

 

Tweens/Teens, Money and Resilience: Beyond Iphones and Crewcuts: Making Smart Financial Decisions so Teens Can Be Good Citizens in the World

 

4-Part Series, Parenting, Money and Values: 

WHAT THE H*** DO I DO ABOUT KIDS AND MONEY

     Workshop 1: WHAT THE H*** DO I DO ABOUT KIDS AND MONEY?

     

      Workshop 2: ALLOWANCE IS A VERB:

                     Bringing Money & Values Alive for your KIDS

    

      Workshop 3: PARENTING BY VALUES,

                     Creating A Values/Money Framework, Consciously and Deliberately

    

      Workshop 4: How on Earth Do I Deal with My Own Money Issues

It’s More than Just Money: Parents Re-Claiming the Roles as Children’s Guides 

                                        amidst Affluence, Diversity and Uncertainty.

THE PSYCHOLOGY OF MONEY

Money, Emotions and Psychology,

   Expert Panelist, Hartford Funds. Humancentric Investing.

Please see many of my articles on the following website on emotions and money, including family issues, politics, aging, procrastination and more: https://www.hartfordfunds.com/human-centric-investing/experts.html#Barbara

Women and Money/Financial Planners: 

   Keynote Speaker, Raymond James Women's Symposium. 2017.

   Empathy: Women Advisor's Superpower. 

Psychology/Emotions of Financial Planning: 

   Keynote Speaker, Genworth Conference. 2014.

   The Psychology of Financial Planning

The Entrepreneur and Money:

   Shifting your Relationship with Money. APCIS Teachers Association.

Financial Planning:

   The Smart Way to Save for College. Morgan Stanley.

 

The Psychology of Money:

   Understanding your Relationship with Money

Women and Money. 

   Raymond James, Harmony Financial Group,

   High Water Women/Hedge Fund Managers

Empathy, Money, Families. Raymond James, Hartford Funds. 

 

Aging, Family, Money: Conflict. PBS, Hartford Funds, Genworth.

PRESENTED AT: Raymond James Women's Conference, Genworth Financial, New York Financial Psychology Group, Harmony Financial, High Water Women/Hedge Fund Women, Morgan Stanley/Smith Barney, Stamboulie Consulting, The William Alanson White Institute for Psychotherapy and Psychoanalysis

WHO I AM 

NYU, Psychoanalysis and Psychotherapy Candidate. Harris Fellow Awardee.

LIU, Ph.D. in Clinical Psychology. Doctoral Dissertation Awardee.

WIlliams College, BA in History. Cum Laude.

Columbia University, Psychologist, Supervisor, Clinical Researcher

Ackerman Institute for Family Therapy

Institute for Child, Adolescent and Family Therapy,

Adolescence Specialization

Money Therapy Institute, Certified Money Coach  

New York Financial Psychology Group, Founder (Pioneering Inter-disciplinary group of psychologists, financial advisors, lawyers and more, looking at the intersection between money, psychology and life)

I have appeared as an expert on CBS News, Forbes, Wall Street Journal, Bloomberg, Money Magazine, Daily Worth, Conscious Planet Radio and consulted with Parenting.com, PBS.com and Women's Health and Genworth Financial. 

 

I am a consultant to Genworth Financial on the psychology of Long Term Care.  I am a frequent speaker, workshop leader and consultant with independent schools (Trinity School, The Town School, Chapin, Spence, Montclair Kimberly Academy, Fieldston), wealth management firms and financial professionals.

I am happily based in New York City where I live with family.

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My Approach
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