Breakout Session

Difficult Conversations Around Enabling

Level of Complexity: Intermediate

Speaker(s)

• 

  Rick Kahler, CFP, ChFC, CCIM

  Founder
  Kahler Financial Group

The terms “money” and “adult-children” used in the same sentence often invoke the possibility of a number of stressful, and difficult conversations. The most common collision involves knowing when giving to children can be hurtful or when it is helpful. Learn how to manage financial expectations, address financial enabling, and how to support and foster healthy financial decisions before “serious” potential problems ever arise. Rick Kahler, MSFP, CFP® will go over how he uses actual financial therapy techniques and practices in unison with financial planning tools and practices to support their clients in having difficult financial conversations with adult children.

Learning Objectives:

• Describe the theory and structure of financial enabling.
• Summarize the process financial planners can take clients through in order to build client self-efficacy and support clients in having positive experiences when discussing money with their adult children.
• Define how to use motivational interviewing to help “stuck” clients find solutions to their own difficult situations.