About the Session:

Each of us has a unique financial personality which influences our perceptions, emotions and behavior concerning money. The factors involved in the formation of each financial personality include family patterns, neighborhood and peer groups and even thinking style. While many financial professionals insist that we plan years and even decades down the road, many of us feel that we are in a dense fog, only able to see a few months or perhaps a year ahead.

In this workshop, you will learn how your particular financial fingerprint was formed, how to adapt your financial strategies to better fit your particular personality and how to reset the financial conversation within yourself so that you will see further down the financial road. Join us to 'extend the reach of your financial headlights.'

About the Presenter

Dubbed the "Dr. Ruth of Money" because of her dynamic personal style and her background in both counseling and finance, Connie Kilmark has developed an original approach to personal money management which balances the emotional and psychological aspects of money with the financial facts. Her approach has helped thousands of clients achieve financial health during her years in practice. Beginning in 1975, Kilmark served as counselor and then director of the Madison Consumer Credit Counseling Service. While there, she developed the foundation of her professional practice which includes a commitment to empowering clients to design their own lives and then use the resources of money and time to bring the design to life. In 1986, Kilmark founded her own Madison-based counseling and consulting firm, Kilmark & Associates, LLC. She trains and speaks publicly on topics relating to personal money management, consumer debt, consumer protection and psychologically sensitive investment strategies. She has a special interest in the psychology of entrepreneurship and the dynamics of money in family businesses. She also serves clients seeking guidance in the complex challenge of wealth management, including emotional and social issues as well as philanthropic opportunities.

Kilmark provides consultation and training to professionals in banks, credit unions, mortgage lenders, credit reporting organizations, investment firms and other businesses across the country, helping staff better understand the psychological and sociological aspects of financial behavior. This training improves communication with customers and clients, assists in understanding consumer motivation and aids in preventing professional burnout. A dynamic presenter, Kilmark receives rave reviews for her Practical Money Management seminar as well as other more specialized seminars which she's taught to a wide variety of groups since 1980.

Kilmark has been a regular guest on Wisconsin Public Radio, answering listener questions on personal finance. She is frequently interviewed by local and national media concerning personal finance, the psychology of money, psychologically sensitive investment strategies and the money and emotions connection for individuals and couples.

Kilmark says, "To solve the money puzzle, it is not enough to have technical skill. It is just as important to address other matters: mastery of the radioactive emotions of money, ethnic and family history dimensions, couple dynamics and decision making style. In the right balance of all these elements, the key to the money puzzle can be found--individually, one person at a time."