Financial Wellness For Mental Health Professionals
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.
Explore Our Online Courses
Online Course
Dr. Jaleh Shahin
Online Course
Dr. Jaleh Shahin
Online Course
Dr. Jaleh Shahin
Free Workshop Library!
Get instant access to our previously recorded webinars by financial, legal and technical experts! Plus, join our community of mental health professionals to stay updated on our upcoming workshops, promotions and other resources!
Your Workshop Library Includes:
Cybersecurity Awareness: Protecting Patient Data and Strengthening Digital Defenses
Speaker(s): Booker Zaytsoff & Tyler Brooks
Cybersecurity Experts-Accurate Network
Leading Your Financial Team for Mental Health Professionals
Speaker(s): Dr. Mark Soth, MD, FRCPC
Co-host of the Financial Scope Podcast
Corporate and Employment Law Considerations for Mental Health Professionals
Speaker(s): Richard Clark & Alexis Neuman
Lawyers, Bryan & Co
Financial Planning for Incorporated Mental Health Professionals
Speaker(s): Mark McGrath, CFP, CIM
Financial Planner, PWL
Building a Solid Foundation: Effective Incorporation and Tax Planning
Speaker(s): Nicholas Talarico, CPA, CA
Taxation Services, MNP