Walking You Through The How of Well-Being and Connection
Julie Fortin, CFP®, FBS®, CeFT®
A recipient of the Journal of Financial Planning’s 2020 Montgomery-Warschauer Award for the most outstanding contribution to the field for co-authoring “Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being.”
Mindful Awareness & Futures Thinking
Mary Martin, PhD
Mindfulness Educator, author of Mindfulness for Financial Advisors: Practicing a New Way of Being and creator of the original course, and Futures Thinker. Bringing awareness practices to the financial services industry since 2015. Brown University, Mindful Schools, and David Treleaven-certified.