Key Outcomes & Speakers
Navigate the social determinants of health (SDH) affecting their financial situations.
Identify and address your clients' thoughts, beliefs, and attitudes about money.
Chart new pathways toward sustainable financial outcomes.
Explore the narratives that shape their financial realities.
Meet Our Expert Speakers
Lauren A. Jeffery, RP, MA, CEA, CTDP
President & Solutionist
With over a quarter century of experience in financial services and helping others understand their relationships with money and others. Lauren specializes in helping professionals navigate the emotional intersections with their clients, including money.
Unlock Understanding to Financial Wellness
In this engaging workshop, we will delve into the intricate connection between money and well-being. Discover how to assist clients in reshaping their financial narratives and fostering healthier relationships with money to enhance their overall wellness.
Ready to Transform Client Relationships?
Join us in this enlightening session to gain valuable insights on guiding clients towards financial empowerment and well-being. Take the first step towards a positive money mindset today!
$5.00