Money Talks – Understanding Needs and Guiding Financial Communication
Even in the healthiest relationships, money can be a challenging topic. We each have our own set of beliefs and values related to money, and we’re not always conscious of how those beliefs and values impact our financial behaviors.

In our presentation, we will:

Introduce key concepts related to financial psychology
Explore how to guide our own behavior related to money
Lay out practical strategies for helping our clients manage their behavior related to money
Share a formula for facilitating financial conversations
Who Should Attend?

Professionals who help families, especially those in the legal, mental health, mediation and family science professions.

Join our Expert Faculty

Sarah Newcomb, Ph.D., is a Director of Behavioral Science at Morningstar, Inc. where she works to apply the findings from academic research to practical tools for investors and the advisors who serve them. Her work on the psychology of financial decisions has earned her mentions in the New York Times, Wall Street Journal, USA Today, NerdWallet and other media. She is a columnist for InvestmentNews and a blogger for PsychologyToday, and author of Loaded: Money, psychology, and how to get ahead without leaving your values behind. She lives in central Maine.

Lori Lommler, Financial Advisor with Edward Jones, understands that finances can be emotional, challenging, and even isolating. Her goal is to provide a judgement-free environment in which she can get to know each client personally, help them understand their relationship with money, articulate their values and goals, and build
personalized strategies to navigate their unique situation and reach their goals efficiently. Her passions include developing tax-efficient strategies for businesses and individuals, helping people build financial flexibility to live the lives they want, and helping clients plan intentionally for what is most important to them at all stages of life. She has a Masters in Business Administration and holds FINRA series 7 and 66 securities registrations. She is a strong advocate for women and local businesses and is an LGBTQ ally. Lori is located in Maine but happily serves clients across the United States.

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