financial-wellness-psychologist

Financial Wellness For Mental Health Professionals

Days
Hours
Minutes

Financial WellnesS Series

Financial Education Designed Specifically for Mental Health Professionals

Across all our years of training, mental health professionals have very limited access to financial education and practice management resources. We strive to change that!

Why is the Financial Wellness For Therapists Workshop Series Essential?

Therapists and mental health professionals have spent years in training enhancing their knowledge, skills, and expertise. We strive to be the most ethical and skilled clinicians providing the best quality of care to our clients. Across all of our years of training, we have very limited access to financial education if any at all. In addition to limited opportunities for financial education, what further complicates things is that ‘money’ is a fairly taboo subject and often a value conflict for many compassionate therapists with a heightened awareness of privilege, diversity and inequity.

On-Demand Courses for Therapists:
Enroll Now!

For many, financial literacy is acquired in a piecemeal fashion, learning as we go and hoping that we know enough to get by. The objectives of these Financial Wellness Series are simple:

  • to provide a resource to improve financial literacy
  • to share tips and strategies to enhance your financial wellness
  • to provide the language to be better informed and prepared when communicating with your financial and legal team about insurance, business, investing, building and managing assets, and retirement.

Upcoming Free Talks by Experts:

Lunch & Learn

Date: April 4, 2025

Time: 12:00-1:00 PM PST

Speaker(s): Nicholas Talarico, CPA, CA

Taxation Services, MNP

Lunch & Learn

Date: May 2, 2025

Time: 12:00-1:00PM PST

Speaker(s): Mark McGrath, CFP, CIM

Financial Planner, PWL

Lunch & Learn

Date: June 6, 2025

Time: 12:00-1:00PM PST

Speaker(s): TBD

Lunch & Learn

Date: July 4, 2025

Time: 12:00-1:00PM PST

Speaker(s): TBD

Lunch & Learn

Date: August 1, 2025

Time: 12:00-1:00PM PST

Speaker(s): TBD

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