MQ Invited Guest: Rick Kahler

About the Webinar

The research-based True Wealth Process was designed to result in specific, practical outcomes for the client and advisor, including clarity about values, goals, and priorities. However, when a client is fully engaged, this process can elicit meaningful conversations and profound revelations that can potentially feel therapeutic.

But, what happens when a discussion moves into areas beyond a planner’s formal training? In this hour-long webinar, we will ask MQ Veteran and Certified Financial Therapist Rick Kahler to help us understand the differences between financial planning, financial counseling, and financial therapy, when it is appropriate to refer out to another professional, and how to do this with compassion.

About our Guest

From the Kahler Financial Group website:

Rick Kahler, MSFP, CFP®, CFT-I™, CeFT®, CCIM, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. In 2020 he became one of the first Certified Financial Therapist-Level I (CFT-I™,) in the nation.

Rick has served on several national boards and is a founding board member and past Chair of the Financial Therapy Association. He is on the faculty at Golden Gate University where he serves as a Distinguished Adjunct Professor and instructs the Facilitating Financial Health graduate course.

To learn more, please click here!