Seminars & Workshops

TRUE SELF TRUE WEALTH WORKSHOPS are designed to make a unique contribution in the lives of those who participate in them.

The workshops provide a bridge of understanding between the emotional/spiritual aspects of life and the financial dimension. 

Each workshop is an exploration of a different aspect of this important and under-examined region of our lives: the connections between the financial, the emotional and the spiritual.  The workshops are experiential and deeply engaging. 

TRUE SELF TRUE WEALTH WORKSHOPS are for people who seek to develop insight into their issues with money, a deeper understanding of money’s spiritual significance, and who want to utilize practical strategies for pursuing financial success. 

The workshops are led by Peter Cole, ChFC, LCSW and Daisy Reese, LCSW. 

Please call or email us for specific workshop dates or to arrange a workshop in your area.

 

 

True Self True Wealth:
The New Psychology of Money

Money is a powerful issue on our lives.  It has a role that is both very real and deeply symbolic.  Its impact is felt in how we live our lives and in how we feel about ourselves.  We will explore:

• Money’s emotional meaning
• Economic WellBeing
• Money and Your Family of Origin
• The Paradoxical Nature of Change
• Money and Emotional Intelligence
• Choice Making

The Four Cornerstones of
Socially Responsible Investing

Many of today’s conscious investors want to align their investments with their social values.  In this workshop we cover the fundamental issues that investors should consider in making the choice to put their money in Socially Responsible Investments (SRI). 
We will cover:

• What is Socially Responsible Investing?
• An overview of Socially Responsible Investors and Investments
• Cornerstone #1: Fund Performance
• Cornerstone #2: Social Research
• Cornerstone #3: Shareholder Advocacy
• Cornerstone #4: Proactive Investments

The Six Pillars of True Wealth

In this workshop we cover the areas we all need to deal with in order to achieve mastery in the financial dimension of our lives.  This workshop is designed to provide you with a roadmap for financial success.

We will explore each of the six pillars:

• Smart Investing
• Home Ownership
• Conscious Spending and Credit
• Adequate Insurance
• Wise Planning

The Spiritual Dimension of Money

It has been said that we are not human beings on a spiritual journey, but rather spiritual beings on a human journey. The human journey demands that we honor not only our spiritual wings, but also our material roots.  Thus, putting our house in order on the material plane is a vital aspect of our spiritual development.

There is an unfortunate perceived disconnect in our society between the pursuit of wealth, and the pursuit of spirituality.  The options are so constricting. We can choose to have a rich, developed, spiritual life, we’re told, at the expense of all material comforts. Or we can pursue wealth at any cost, and develop a life that is physically satisfying but devoid of spiritual connection. 

In this workshop we explore an integration of the spiritual and the financial aspects of life, in an approach that is life-affirming and empowering. We will explore:

• The Three Components of a Spiritual Connection with Money
• Building and Preserving Wealth with a Spiritual Consciousness
• The Energy of Money
• Empowerment
• Philanthropy
• Authenticity

Overcoming Your Negative Money Script

Have you ever had the experience of hearing words come out of your mouth that made you sound exactly like your mother or father—words that you swore you’d never say?  Have you ever found that you seem to defeat your own best intentions?  Negative scripts, family messages, old patterns and habits, suppressed fears and wishes can ensnare us before we know what’s happening.  Nowhere is this more true than in the financial dimension of our lives, where strong covert messages from our family of origin set the stage for a Negative Money Script. Peter Cole and Daisy Reese’s pioneering work on Negative Money Scripts will be presented in this experiential workshop.  You will learn to identify and become aware of these patterns, so that you are in a better position to make life-affirming money and personal choices.
                                                          
We will explore:

• How we internalize messages from the past
• How those internalized messages can feel like reality (but are not really true)
• How we can make change
• Discover your own Money Script
• Write your own, new life enhancing, money script

Love and Money - A Workshop for Couples

Money – how to spend it, how to invest it, how much of it is “enough” – can be a major stumbling block for couples.  Don’t let your relationship suffer from an inability to work out money issues with your partner.  In this lively, interactive workshop you will learn:

• The symbolic meaning of money for you and for your partner
• What your Money Scripts are and how they impact the way you relate about money
• How to have conversations about money that leave both of you feeling “heard” and understood
• How to treat each other’s sensitivities with tenderness
• How to develop a sense of playfulness that allows you to “take yourselves lightly”
• How to tap into your creativity and develop mutually satisfying plans and goals

Mastering the Financial Dimension of Your Practice: A Workshop for Mental Health Professionals

In this workshop, we cover the financial dimension of private practice with an emphasis on practice development. There will be group process focusing on the role of money in the participants’ professional lives.  Each participant will have a chance to set specific goals for their practice.
We will explore

• The Emotional Dimension of Money
• Five Common Financial Mistakes of Private Practitioners
• Transference/Countertransference Issues around Money
• The Life-Cycle of a Private Practice
• Zen Marketing

 

Click here to contact us to get the current seminar schedule or to set an appointment