Recent & Upcoming Events
Recording & Guide: Understanding Benefit Cliffs with the Atlanta Fed CLIFF Tool
This webinar walks you through how to use the Federal Reserve Bank of Atlanta’s CLIFF Tool to better support clients navigating benefit cliffs.
Learn how to model changes in income and benefits and apply the tool in coaching and service delivery.
Generously sponsored by Methodist Healthcare Ministries and Capital One.
Recording HERE.
CLIFF Tool Guide HERE.
Recording: Smart Strategies for Managing Medical Bills & Debt from April 2026
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
2026 RAISE Texas VITA Conference
Austin, Texas | September 22-23, 2026
On-Demand Training Series
Practicing Financial Wellness through a Cultural Lens
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
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
