Talking About Money

Pre-requisite: The 21/64 Approach

Wondering how to prepare yourself for what issues might arise when broaching the subjects such as multigenerational success, legacy planning, or philanthropic engagement?

At the 21/64 Talking About Money Training, we delve into the topic of money, providing easily accessible ways to talk about money with clients, donors, and fund holders. Observe how your own money story informs or inhibits your money conversations with clients and practice facilitating money tools to add value to client conversations around wealth, legacy, and philanthropy planning. This training will also prepare you to support clients questioning how to have these conversations with their children.

Moreover, you’ll have time to consult with participants in pairs and small groups to address your specific challenges and tap into the wisdom of the group.

Event Details

21/64 offers Continuing Education (CE) credit for this training.

CAP: 6 CE credit hours
CFRE: 6 CE credit hours
CFP: 6 CE credit hours

If you plan to request CE credit, you must select a credential during registration. CE selections cannot be added or changed after you register. Final credit eligibility is subject to credentialing body requirements and full participation. More information is available here.

Dual-Training Package

In addition to the Talking About Money training, we are also facilitating another virtual Advanced training called Managing Family Dynamics on September 28-29 from 12-3pm ET. Participants may register for each training individually or enroll in both as a bundled offering at a discounted rate for a more comprehensive experience.

Click here to register for both trainings.

While each session is designed to stand on its own, together they provide a deeper, more integrated learning opportunity.

BENEFITS TO PARTICIPANTS

Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.

Live Learning:

Thursday, October 8, 2026, 12:00pm – 3:00pm ET*
Friday, October 9, 2026, 12:00pm – 3:00pm ET

*We will hold Office Hours + Community Connection for 30 minutes after the Thursday session.

Pre-work and Between Sessions

We will share some independent work, readings, and videos to prepare for the training.
Light work will be assigned between the sessions.

Materials

You will receive pre-training details electronically. Agenda, pre-reading, and additional logistics will be shared via email.

Participants should plan for a combination of live learning on screen, small group participant discussion, and independent work before and between sessions.

Payment and Fees

For-Profit Domestic (U.S. only) – $1,650USD
Non-Profit & Independent Practitioner Domestic (U.S. only) – $1,000USD
For-Profit International – $2,000USD
Non-Profit & Independent Practitioner International – $1,350USD

This training is available at a dual-training and bundled rate when purchased together with the virtual Advanced training, Managing Family Dynamics.

Click here for more information on fees for this dual-training offering and to register.

Space is limited and training is filled on a first-come first-serve basis.

Cancellation and Make-ups

We understand life happens. If you cancel more than 60 days prior to the training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.

All training sessions are live learning and are not be available as recorded sessions for make-ups. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered if possible.

Questions?

If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!

Talking About Money Training – October 2026

Price range: $1,250.00 through $2,250.00

Select Registration Option:

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Additional information

Additional information

Select Registration Option:	Non-Profit Professional & Independent Practitioner Domestic (U.S. only), For-Profit Professional Domestic (U.S. only), Non-Profit Professional & Independent Practitioner International, For-Profit Professional International

Testimonials

“This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!”

Jen Laun

CFP®

"Our clients find Money Messages very helpful and engaging. I've witnessed several individuals and families experience ""aha"" moments when using the tool, where they discover that messages received early in life have greatly impacted their current perspective and intent for wealth today. Those moments enhance and deepen my relationship with the client, and allow me to understand more fully how they think about wealth, what it means to them, and what they want their financial plan to achieve."

Training Participant