The realm of financial psychology is vastly unexplored in the world of academia. By giving our members the opportunity to participate in a money personality workshop, we’re helping them learn about themselves as future financial investors and advisors. Completing this workbook, developed by Bentley University Professor Kathleen Burns Kingsbury, will showcase each student’s strengths and weaknesses as well as ways to improve upon their skills in order to help better serve their clients. This workshop will give us all the opportunity to learn about and explore our current money personalities, which are greatly impacted by our money history. Professor Kingsbury will lead us of through a number of exercises that will teach us to let go of certain money messages that sabotage our financial and emotional well-being, which will help us to discover the secret to creating a richer life for ourselves. Other topics to be discussed include but are not limited to:

- simple and effective coaching activities to explore your money psyche
- tips to inspire and motivate you to take action toward your goals
- real-life stories about how other people have mastered their money mindsets and reached their financial goals and dreams

Who should come: Members looking to analyze and evaluate their money personalities in order to expand their professional skills.

Event Agenda: Tentative Schedule of Event

2:00-2:30: Introduction to Kathleen Burns Kingsbury and financial psychology, the concept of one’s money history and their money personality, as well as Professor Kingsbury’s personally created workbook titled ‘Creating Wealth from the Inside Out’.

2:30-3:00: Students will complete exercises in the workbook.

3:00-3:30: Results will be discussed, leaving time at the end for an adequate question and answer period.