Events, Professional Development & Resources
October 15 Webinar: AI Best Practices for Financial Coaches
Learn practical ways to use AI effectively and responsibly while protecting client privacy. This interactive webinar will include hands-on activities, so please join from a computer.
Register HERE.
Recording: Smart Strategies for Managing Medical Bills & Debt
Medical debt remains one of the most common financial challenges facing families. This session covers 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. Generously sponsored by Capital One.
Recording HERE.
Medical Bills & Debt slides HERE.
Charity Care slides HERE.
Coming Soon: A Practical Consumer Guide to Managing Medical Bills and Debt
Next Big Event: Launch of North Texas Builds Credit
Dallas | November 13, 2026
Details coming soon. Contact Elizabeth Colvin if you are interested in attending
Financial Coaching Resources
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
Dive into the transformative practice of cultural humility in financial services.
Deepen your understanding and elevate your approach to serving diverse communities.
Resources: Slide Deck | Recording
2: Cultural Humility, Debt Management & Financial Trauma
Explore the complex relationships between culture and financial behaviors.
Resources: Slide Deck | Recording
3: Cultural Humility, Saving & Investing
Understand how history and culture can affect saving and investing.
Learn investing principles and how to apply that knowledge when working with clients.
Resources: Slide Deck | Recording
4: Cultural Humility & Credit
Gain actionable insights to build and repair credit while understanding the cultural and systemic factors impacting credit scores.
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 principles to better understand the factors shaping financial decisions.
Explore internal and external influences that drive behavior and how to use this knowledge to foster meaningful conversations that align with clients’ real-life situations.
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
