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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. Explore the critical distinctions between cultural humility and cultural competence, learn to navigate money conversations with empathy, and discover practical strategies for fostering meaningful client relationships. Deepen your understanding and elevate your approach to serving diverse communities.

February 25: Cultural Humility, Money, Debt Management & Financial Trauma (9:30 - 11:30)

Explore the complex relationships between culture, behavior, and financial wellness. Learn practical tools for managing debt and fostering financial stability through a cultural lens, while uncovering money’s psychological and emotional impacts of money on individuals and communities. Don’t miss this opportunity to gain valuable insights and strategies to support financial well-being in diverse populations.

March 18: Cultural Humility, Saving & Investing (9:30 - 11:00)

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)

This webinar focuses on the essential topic of credit and credit building. Gain actionable insights to strengthen financial well-being while understanding the cultural and systemic factors impacting credit. Join us to learn practical strategies for improving credit health.

April 15: Consumer Protections (9:30 - 11:00)

In the fifth and final webinar of our series, we’ll tackle an emerging or urgent issue in consumer protections, equipping participants with the knowledge to navigate today’s financial challenges. With past topics like eviction rights and the risks of early wage access and buy-now-pay-later apps, this session will provide timely, actionable insights to safeguard your financial well-being.

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.

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

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