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Financial Planning > Behavioral Finance

Karen Lee hits speaking circuit

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Atlanta-based financial advisor Karen J. Lee, CFP, CLU, ChFC, MSFS, AEP, an in-demand resource for media outlets such as CNN, Parenting magazine and the AICPA has hit the speaking circuit recently to address her colleagues regarding the importance of recognizing, and attending to, clients’ underlying issues surrounding money.

Her appearances this past month included the FPA Business Solutions conference in Dallas, the Georgia Society of CPA-North Perimeter Chapter and the Premier Financial Group in Cincinnati.

Throughout her 20-year career as a financial planner, Lee has been intrigued – and perplexed – by some of the bizarre decisions people have made related to money. As a result of her training and professional experience, Lee has determined that people have formed a deep-seated relationship with money during their lives, and asserts that this usually dysfunctional relationship is the root of most of their financial struggles.

With her extensive background in financial planning, Karen is in high demand as a speaker for both industry and consumer groups and speaks enthusiastically on the following topics:

- It’s Only Money – Why Does it Cause So Many Problems?

- Sometimes I Feel Like a Therapist

- What Affects Our Attitudes Toward Money

- Money Baggage: Yours, Mine and Ours

- Simple Steps to Help People Get Unstuck Financially

- Reaching Your Financial Goals (Without Tripping Over the Goal Post)

“I thoroughly enjoy helping other financial professionals understand the importance of connecting with their clients about money baggage they may carry, or helping consumers recognize how they may be self-sabotaging their carefully constructed financial plans,” says Lee.

Lee, of Karen Lee and Associates, LLC in Atlanta, is the author of the forthcoming book, “It’s Just Money – So Why Does It Cause So Many Problems?” For more information, visit


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