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let's talk!
let's talk!
let's talk!
This is more than just a workshop—it’s an opportunity to change lives, including your own. With engaging discussions, hands-on strategies, and expert insights, you’ll walk away equipped to help your clients chart a new financial course. They’ll thank you, and you’ll feel empowered knowing you’ve made a real difference.
Don’t miss this chance to become the financial guide your clients need in our rapidly evolving world. Enquire today about scheduling a session and take the first step toward transforming their financial futures—and your practice!
Money is more than just currency—it’s the foundation of modern life. Over the past few decades, the way we interact with money has transformed dramatically. The rise of technology, globalization, and shifts in public institutions like healthcare have made money an essential tool for maintaining even a basic standard of living.
But here’s the challenge: what happens when your clients have an unhealthy relationship with money? And more importantly, how can YOU help them?
We live in a fast-paced, transactional, consumption-driven world where money can solve problems—but also create them. For many, a lack of financial health can hinder their ability to live the life they desire.
That’s where YOU come in. This transformative session is designed to empower you to guide your clients to a better financial future by helping them explore their relationship with money.
CIRO / ADVOCIS / CFP CE Accredited
(3 credits pending)
learning outcomes
- Discover how to help clients identify the beliefs, attitudes, and habits that shape their financial decisions.
- Learn actionable techniques to help clients reframe their relationship with money and unlock their potential.
- Gain tools to help your clients navigate today’s ever-changing financial landscape with confidence.
Hour 1 - Social Determinants of Health & Money
Discover how money shapes health outcomes in this powerful session on Social Determinants of Health (SDH). Dive into the critical role finances play in influencing SDH and gain actionable insights into how these factors intersect.
Hour 2 -- Where am I?
Your perspective shapes your ability to help others. Whether you’re observing, advising, or guiding, the space and place from which you operate as a “helper” is critically important. Your perceptions, judgments, and decisions are all filtered through your personal lens—shaped by your own experiences.
Hour 3 - Having the Talk
Let’s face it—money is a tricky subject. It has the power to bring out the best and worst in people, sparking feelings of discomfort, joy, and everything in between. And when it comes to having “the talk” about money, the stakes are even higher—especially with the power dynamics between practitioner and client.