Friday, January 15, 2021, 1:00pm - 2:30pm CT

“Level Up”: Helping you with your money, so that you can help your clients with theirs

Presented by: Matt Morris, PhD, LPC-S, LMFT-S; Erik Garcia, CFP®

CE Details: 1.5 Clinical

Finances are an important part of life, both for you and your clients. Family stress is often impacted or exacerbated by financial concerns, behaviors related to financial habits, and money management. Money plays a significant role in client wellbeing and family functioning. So how competent are mental health professionals at incorporating “financial counseling” into their work with clients? This workshop will help you “level up” by providing you with some foundational financial skills for assessing client financial vulnerabilities and helping clients improve their financial health.