03/30/2026
Join us for a LinkedIn Live conversation this Thursday:
Introducing The Human-Centered Financial Method™
Join a 30 minute LinkedIn Live hosted by Jacki Zehner, in conversation with Chantel Chapman, introducing a new approach to financial services developed by The Trauma of Money™ Institute in partnership with SheMoney.
As AI continues to reshape the technical side of finance, something else is coming into focus. The real edge is becoming more human. Trust. Relationships. The ability to sit with complexity and guide people through it.
At the same time, we are in the midst of a massive shift in who holds wealth. An estimated 80 to 100 trillion dollars is moving to younger generations, and especially to women. This is not just a transfer of assets. It is a shift in expectations, values, and decision making.
Financial moments are rarely just about money. They are often tied to life transitions like inheritance, loss, divorce, career changes, and new beginnings. This work asks more of professionals than technical expertise alone.
This session offers a first look at a new framework designed for this moment… one that integrates both financial skill and human capacity.
We will explore:
• Why human centered practice is becoming a defining differentiator
• How trust, psychology, and relationships shape financial outcomes
• An introduction to the Human-Centered Financial Method™
• Details on the upcoming Park City program on May 29
• A preview of the full certification launching this fall
This is especially relevant for:
Financial advisors, wealth managers, bankers, coaches, therapists, and anyone supporting others through meaningful financial decisions and life transitions.
🗓 Thursday, April 2
⏰ 12pm MT / 2pm ET
📍 Hosted on LinkedIn Live
🔗 RSVP link in our bio