We are delighted to confirm Dr Sonya Lutter, Ph.D., CFPÂŽ, LMFT, as a keynote speaker for the IFW Conference 2025. Dr Lutter will deliver a talk on the practical ways behavioural science can help clients overcome money hang ups, followed by a breakout discussion.
If you attended the Conference in 2024 you may have met Dr Lutter, as she brought a group of students from Texas Tech Universityâs School of Financial Planning where she serves as the Director of Financial Health and Wellness.
Get your Early Bird member ticket here.
Non-members can purchase Early Bird non-member tickets here or find out about IFW membership here.
Early Bird tickets are on sale to IFW members and non-members until 28th February 2025. IFW members get a preferential rate.
Hereâs what you need to know:
- When 19th & 20th May 2025 (Expert-led talks and discussions on 20th May with an awards dinner and networking on the evening of 19th May)
- Where Belton Woods Hotel, Spa & Golf Resort, Belton NG32 2LN
- What Two days of networking opportunities, talks from experts and discussions with likeminded professionals
Dr Lutter leads curriculum and continuing education opportunities in financial psychology, financial therapy, and financial behaviour. She earned her PhD in Financial Planning from Texas Tech in 2010 and holds degrees from Kansas State University in marriage and family therapy and financial planning. Dr Lutter’s clinical work bridges the gap between mental health and financial planning. Her developmental work in financial therapy is summarised in Financial Therapy: Theory, Research, and Practice with co-editors Drs. Brad Klontz and Kristy Archuleta, based partly on her role as co-founder of the Financial Therapy Association.
Dr Lutter is also the creator and author of A Couples Guide to Love & Money: 15 Exercises to Strengthen Your Relationship. Her work at the financial counselling centres at Texas Tech University and Kansas State University have guided her effectiveness of financial counselling research agenda, which culminates with a co-edited book with Dr. Dorothy Durband titled, Student Financial Literacy: Campus-Based Program Development.
You can learn more about your speaker at sonyalutter.com.
Other confirmed IFW Conference 2025 speakers
Sebastian Elwell, director of Switchfoot Wealth Limited, a Certified B Corporation financial planning firm, will bring you a powerful breakout discussion at the IFW Conference 2025 on the topic âWellbeing in a warming world â how financial planning may hold the key to everything.â Find out more.
Jon Dunckley, founding director of the âAboutâŚâ Consulting Group, specialising in financial services and positive psychology, will present a keynote talk on âFinancial flourishing: Applied positive psychology and financial wellbeing.â Find out more.
Alexandra Miles of Legal and General Investment Management, Founder chair of the Institute and Faculty of Actuaries Pension Gap Working Party and Co-chair of the Data and Research Group of an industry-wide Pensions Equity Group, will lead a discussion titled âRetirement Reimagined.â Find out more.
Dr Thomas Mathar heads up Aegon UKâs Centre for Behavioural Research, supporting internal and external stakeholders with behavioural research and the application of nudge-theory to help people live their best lives, now and in the future. Dr Mathar will deliver a keynote talk and discussion titled: âWhat school didnât teach you about money.â Find out more.
Becca Timmins, a consultant, coach and facilitator at When We Think, will offer you a chance to pause, reflect and share some of your own thoughts in her breakout session as she reveals âThe magic of silence: Â The rare power of not interrupting.â Find out more.
Alan Whittle, IFW member, founder of Unburdened Solutions, lecturer in Financial Planning and Sustainable Finance, and PhD candidate, will introduce the breakout session at the IFW Conference 2025: “Reading your clients to enable smarter financial decision-making.” Find out more.
