Events, Trainings & Resources
Explore upcoming events, on-demand trainings, and practical resources to strengthen your work.
Upcoming Events & Webinars
October 15, 2026 | 2:00 - 4:00 PM | Zoom
AI Best Practices for Financial Coaches
Learn practical ways to use AI effectively and responsibly while protecting client privacy. This interactive webinar includes hands-on activities, so please join from a computer.
November 13, 2026 | Time TBD | Dallas
North Texas Builds Credit Launch
Join us for the launch of North Texas Builds Credit. Details coming soon. Interested in attending? Contact us.
Webinar Recordings & Resources
Smart Strategies for Managing Medical Bills & Debt
Learn practical strategies to help clients prevent medical debt through health coverage, review and dispute medical bills, negotiate payment plans or discounts, access charity care, and address medical collections.
Watch Recording | Medical Debt Slides | Charity Care Slides.
Coming Soon: A Practical Consumer Guide to Managing Medical Bills and Debt
Generously sponsored by Capital One.
Understanding Benefit Cliffs with Atlanta Fed CLIFF Tool
Learn how to use the Federal Reserve Bank of Atlanta’s CLIFF Tool to explore how changes in income affect public benefits. This practical webinar demonstrates how to model different scenarios and use the results in financial coaching and client services.
Watch Recording | Download the CLIFF Tool Guide
Generously supported by Methodist Healthcare Ministries and Capital One.
Financial Coaching Resources
- Comprensive List of Small Dollar Loans
- Accessible and Affordable Loans
- Credit Building Tools (April 2025)
- Updated credit building tools coming soon.
Generously sponsored by the Texas Financial Education Endowment and Capital One
On-Demand Training Series
Practicing Financial Wellness through a Cultural Lens
Generously sponsored by the Texas Financial Education Endowment
1: Cultural Humility
Explore how cultural humility can strengthen financial services and relationships with clients.
Resources: Slide Deck | Recording
2: Cultural Humility, Debt Management & Financial Trauma
Explore the complex relationships between culture, financial behaviors, and financial trauma.
Resources: Slide Deck | Recording
3: Cultural Humility, Saving & Investing
Understand how history and culture can affect saving and investing decisions.
Resources: Slide Deck | Recording
4: Cultural Humility & Credit
Understand cultural and systemic factors impacting credit plus tools to build and repair credit.
Resources: Slide Deck | Recording | Credit Building Resources
5: What You & Your Clients Need to Know about Car Buying
Protect yourself and educate your clients on car buying and financing.
Resources: Slide Deck | Recording
6: Influencing Financial Decisions with Behavioral Science
Leverage behavioral science to understand the factors shaping financial decisions.
Resources: Slide Deck | Recording
7: From Forgiveness to Default: Navigating the New Student Loan Landscape
Updates on public service loan forgiveness, income-driven repayment, and default risks.
Resources: Slide Deck | Recording
