Wealth and Well-Being Training Seminars for Counselors, Therapists, and Helping Professionals

Learn how you can help your clients consciously manage their finances and incorporate financial well-being into their recovery plans. This aspect of well-being is more important than ever during these unsettling economic times.

Our society is experiencing turbulent financial changes that have left people feeling vulnerable and powerless. These feelings are exacerbated by our society's general taboo of talking openly about money and our dependence on unsecured credit. How do these financial dilemmas affect our clients and ourselves? How can we find our power in the midst of this storm of confusion and change? Based on their book, Wealth and Well-Being: How Therapists, Counselors, and Helping Professionals Can Assist Clients through the Emotional Barriers to Financial Independence, and Wealth and Well-Being Workbook; Overcoming Barriers to Financial Independence, Sam Beasley, CADC, and Suzanne Lorenz, LCSW, provide clear, helpful answers to these questions in their trainings and workshops.

Training Overview
Suzanne and Sam are experienced speakers and trainers who are certified continuing education providers through both The California Board of Behavioral Sciences and California Association of Drinking Driver Treatment Programs. They provide trainings and workshops to administrators, clinicians, counselors and other helping professionals. Their dynamic PowerPoint presentation includes practice worksheets and didactic exercises as well as helpful clinical examples.

Training Topics
The following training topics are included in each seminar. You'll learn about these topics and how they can strengthen your ability to help your clients.

  • Historical overview of money in the United States
  • Identification of compulsive spending, compulsive debting, and underearning and how to address them
  • Depressed entitlement effect—why clients internalize inequality and engage in system justification when it conflicts with other interests and motives
  • Integration of values and behaviors
  • Blocks to self-care such as biology, learned thoughts and behaviors, stress, anxiety, depression and trauma
  • Practical tools and exercises to use in working with clients
  • Treatment goals for financial record keeping and clarity
  • Twelve steps to self-care

Training can also be designed for helping professionals working in the addiction treatment field.  It can help to identify forms of financial compulsivity and the impact that these behaviors have on clients' quality of life in recovery and in relapse prevention. Training seminars can be designed to specifically address women's issues and financial empowerment in today's highly competitive job market.

Training Objectives
Seminars are designed to help counselors accomplish these objectives:

  • Understand accurate information on money in the United States and how it affects our clients. 
  • Assist the therapist and counselor in assessment, planning, and goal setting, integrating financial information.
  • Learn how to recover the power of emotional and financial independence.
  • Understand the concepts of Alconomics and Traumanomics and how they affect clients.
  • Understand how the stress of compulsive financial behaviors affects our relationships with money and well-being.
  • Discover how values and financial behavior each play a role in self-esteem.
  • Examine the role of vision in financial well-being.
  • Increase your understanding of the depressed entitlement effect.
  • Discover the Twelve Steps to Self-Care and how self-care affects self-worth and net worth.

Sign Up for Seminars
Suzanne and Sam offer one- or two-hour speaking presentations as well as half-day, full-day, and two-day workshops that can be presented to large or small audiences. These trainings can be tailored to suit the specific needs of attendees.

If you, your agency, or your corporation would like to schedule a presentation, please contact Sam and Suzanne for details and pricing. 

Prevention Education Program
1215 Mangrove Ave. Suite C
Chico, California 95926

(530) 891-6148
Sam: (209) 609-0828
Suzanne: (530) 343-5792
E-mail: info@wealth-wellbeing.com

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