On Demand
Helping High Income Clients Overcome Money Shame and Financial Trauma (1 CFP® CE Credit*)
Understanding the psychological impacts of money shame and how it manifests in client behaviors is paramount in helping clients progress towards their goals. Join our webinar where we will delve into the complex emotional landscape of money shame, financial trauma, and money avoidance behaviors, particularly in high-income first-generation clients. You’ll walk away knowing how to recognize the signs of financial trauma and its long-term effects on financial decision-making. In addition, you will learn intervention techniques to help clients overcome money avoidance and develop communication skills that foster trust and openness in discussions about financial health.
*CFP Credits not applicable for viewing the recording
Speakers
Rahkim Sabree, AFC®
Financial Therapist, Author, and Speaker
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
Understanding the psychological impacts of money shame and how it manifests in client behaviors is paramount in helping clients progress towards their goals. Join our webinar where we will delve into the complex emotional landscape of money shame, financial trauma, and money avoidance behaviors, particularly in high-income first-generation clients. You’ll walk away knowing how to recognize the signs of financial trauma and its long-term effects on financial decision-making. In addition, you will learn intervention techniques to help clients overcome money avoidance and develop communication skills that foster trust and openness in discussions about financial health.
*CFP Credits not applicable for viewing the recording