top of page

Upcoming Events

BONUS WEBINAR FOR FINANCIAL COACHES & COUNSELORS

Lunch & Learn: Influencing Financial Decisions with Behavioral Science
Thursday, May 8: 12:00 - 1:30pm CT

 

Join us for this engaging discussion and gain valuable tools to enhance your financial coaching practice!  Learn how you can leverage behavioral science principles to better understand the factors shaping financial decisions. Explore the internal and external influences that drive behavior and how to use this knowledge to foster meaningful conversations that align with clients’ real-life situations.

This webinar can also count toward the five webinars required for the Cultural Humility in Financial Services Certificate. If you are unable to attend all five sessions in the Practicing Financial Wellness series, this webinar can be used as your fifth required session to complete the certification. 

February 18: Cultural Humility 

Dive into the transformative practice of cultural humility in financial services. Deepen your understanding and elevate your approach to serving diverse communities.

February 25: Cultural Humility, Debt Management & Financial Trauma

Explore the complex relationships between culture and financial behaviors. Gain valuable insights on debt management and financial drama.

March 18: Cultural Humility, Saving & Investing 

Understand how history and culture can affect saving and investing. Learn the principles of saving and investing and how to apply that knowledge when working with clients. 

April 1: Cultural Humility & Credit (9:30 - 11:00)

Gain actionable insights to strengthen financial well-being while understanding the cultural and systemic factors impacting credit. Learn practical strategies for improving credit.

April 15: Car Buying & Financing (9:30 - 11:00)

Advance Your Impact:
2025 RAISE Texas Cultural Humility in Financial Services Certificate

Boost your career, enhance your financial knowledge, and receive the RAISE Texas Cultural Humility in Financial Services Certificate to add to your resume. 
It is FREE and as easy as 1-2-3: 

1. Attend 5 of the 6 sessions in the webinar series Practicing Financial Wellness through a Cultural Lens in Spring 2025.  
2. Complete the short survey at the end of each training.
3. Be a current member of RAISE Texas by the completion of 5 webinars. Join here. Have membership questions? Contact Charlene Hurst. 

*Must be logged in for at least 90% of each live virtual event and participate in the Q&A or make a comment in the chat to receive attendance credit.

2025 Cultural Humilty.jpg

2025 Spring Training Series:
Practicing Financial Wellness through a Cultural Lens

bottom of page