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On Demand

Helping High Income Clients Overcome Money Shame and Financial Trauma (1 CFP® CE Credit*)


Speakers

Rahkim Sabree

Rahkim Sabree, AFC® 

Financial Therapist, Author, and Speaker

Sasha Grabenstetter

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

About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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