Building a Healthy Relationship with Money: Insights From Psychology and Accounting

2 CE Credit Live Interactive Webinar Saturday, October 2nd, 2021
10 am-12 pm Pacific / 1-3 pm Eastern
Presenter: Gretchen Kubacky, Psy.D. & Bob Wheeler, CPA

Tokens may not be used with webinars.

Fee $49.00

2 CE credit hours. This webinar satisfies requirements for live CE credits for all professions except psychologists licensed outside of California and New York.

NOTE TO PSYCHOLOGISTS: For psychologists licensed in California and New York, this webinar satisfies requirements for live, interactive Continuing Education. For psychologists not licensed in NY or CA, due to APA policies, Continuing Education certificates will be designated as home study.

For those unable to attend, a recording will be available to view at your convenience.  CE credits (though not Live) will be provided after completing the posttest and evaluation.

Register

We are experiencing vast and unanticipated economic changes to business operations, employment, and the stock market. Financial stressors are, more than ever, a critical component of mental health and wellness. Changes in social functioning, elevated stress, and direct economic losses affect psychotherapy processes and clients, as well as psychotherapists themselves. And we all have unique experiences with money. Yet there are common themes and patterns in how our relationship with money affects our interpersonal relationships. Money is an inescapable facet of daily life, as well as an overlooked topic in psychotherapy (other than to address the issue of fees). There is tremendous opportunity to use what is happening in a client’s money relationship to explore wounds and biases, and facilitate growth and change, particularly as it relates to our beliefs about health, safety, and security. We need to provide hope and guidance to our clients while experiencing our own financial shifts.

This presentation will help you feel more confident in your skills and knowledge about working with money issues in psychotherapy. Therapists will receive an overview of financial therapy theory and practice, the emotions of money, and recommendations for incorporating money discussions into psychotherapy effectively. We will address money scarcity, fear, anxiety, relationship money styles, money narratives, and cultural/familial money histories. Clinicians will also benefit through doing the same work on themselves, becoming more comfortable with their own beliefs and behaviors, and how they may play out in psychotherapy. By candidly addressing this essential component of life, clients will develop a healthier relationship with money, and experience growth and meaning-making out of their experiences. The tools and approaches are compatible with any theoretical orientation.

For those unable to attend, CE credits (though not Live) will be available by viewing the recording and taking the post-test and evaluation.

Target audience: This course is appropriate for all mental health professionals

Content level: Introductory/Intermediate

 

Gretchen Kubacky, Psy.D. is a health psychologist and certified bereavement facilitator. She works with chronic illness, grief and loss, medical trauma, and health anxiety. She is the author of Moving Through Grief: Proven Techniques for Finding Your Way After Any Loss and The PCOS Mood Cure: Your Guide to Ending the Emotional Roller Coaster. Dr. Kubacky is the Editor of The Los Angeles Psychologist, and a member of the LACPA Board of Directors.

 

 

 

Robert Wm. Wheeler, CPA is an accountant, author, speaker, and host of the “Money You Should Ask” podcast. He is the author of The Money Nerve: Navigating the Emotions of Money, and frequently leads workshops on the emotions of money. He is also a CORE Energetics and Radical Aliveness Practitioner. His passion is helping others gain insight into how and why their emotions trigger financial decisions. He is also the CFO for The Comedy Store in West Hollywood and La Jolla, California. He is noted for his warmth, humor, and ability to inspire and motivate the most money-phobic clients.

 

Learning objectives:

After attending this webinar, participants will be able to

  • Demonstrate knowledge of the psychological effects of poverty and debt.
  • Define areas in which money is a corollary to psychological health issues.
  • Describe at least two “money nerves.”
  • List the positive outcomes derived from addressing money beliefs, biases, and attitudes in psychotherapy.

Outline

Introduction
Outline course objectives and potential outcomes
Cultural context, roles, scope of practice, competence
Mindset/mental mapping
Case histories/role plays
Emotional triggers
Generational issues/inherited wealth/collectivistic culture
Fear/anxiety
Financial self-sabotage
Budgets and reality testing
Therapeutic goals and timetables
Incorporating “money nerve” exercises with clients
Rewriting money stories
Further “homework,” support, and self-exploration
Gratitude/Final Q&A

Webinar interaction & system requirements

This live webinar is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led polls.

To be eligible for Live CE credits, you must be logged in the entire time. Entry to the webinar will be closed 5 minutes after the scheduled start time.

This webinar will be hosted through Zoom. Upon registration, participants will be emailed a link directly from Zoom that you must use to access  the live webinar from any desktop, laptop, tablet, or smart device. The webinar will open 10 minutes prior to start time. It is recommended that you join early to give yourself time to troubleshoot potential connection problems.

Fee $49.00

Tokens may not be used with webinars.

Course completion & CE info

Course completion requirements: Shortly after the end of the webinar, a link will be sent to the email address you used to register.  This link directs you to a site where you can add the webinar course to your Zur Institute account (if you do not have an account, instructions will be provided on how to create one). After adding the course, you will be able to view the webinar recording and handouts, complete the posttest and evaluation, and download your CE certificate.  For those wanting to review the recording of the webinar, it will be available within five days of the webinar.

In order to receive Live CE credit hours, you must attend the entire webinar and then complete the post webinar test and evaluation within 30 days of the end of the webinar.

If you pay and either miss part of the webinar or are unable to attend: Don’t worry. You can still obtain CE credits (though not Live) by viewing the recording and taking the post-test and evaluation. You will receive an email notification when the recording is ready for viewing, no later than 5 days after the webinar is over.  You have 3 years to complete a home-study course.

NOTE TO PSYCHOLOGISTS: For CA and NY Psychologists this webinar satisfies requirements for live, interactive Continuing Education.  For psychologists not licensed in NY or CA, due to APA policies, this webinar does not meet criteria for live interactive Continuing Education and certificates will be designated as home study.

This webinar satisfies requirements for live CE credits for all professions except psychologists outside California and New York, as noted above.  Each state sets its own requirements for licensure, including continuing education requirements, to maintain licensure. Questions about CE requirements for state licensure should be directed to your state board.

Zur Institute has been approved to provide Live CE credits by the following boards:

California Psychologists: Zur Institute (ZUR001) is approved by the California Psychological Associationto provide continuing professional education for psychologists.  Zur Institute maintains responsibility for this program and its contents.

Zur Institute has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7144. Programs that do not qualify for NBCC credit are clearly identified. Zur Institute is solely responsible for all aspects of the programs.

New York Psychologists: Zur Institute is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0029.

New York Licensed Psychoanalysts (LPsyAns): Zur Institute is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed psychoanalysts #P-0049.

New York Social Workers (LMSWs & LCSWs): Zur Institute SW CPE is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #0081.

New York Marriage and Family Therapists (LMFTs): Zur Institute is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0006.

New York Mental Health Counselors (LMHCs): Zur Institute is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0007.

Social Workers: Zur Institute, provider #1113, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB) www.aswb.org, through the Approved Continuing Education (ACE) program. Zur Institute maintains responsibility for the program. ASWB Approval Period: 06/1/2018 – 06/01/2021. Social workers should contact their regulatory board to determine course approval.

Zur Institute maintains responsibility for this course.

 

Register

For questions, concerns, or to request special accommodations, please email support@zurinstitute.com