This transformative webinar is designed to equip financial planning practitioners with the knowledge and sensitivity to serve low-income families effectively. The training will provide insights into the unique challenges these families face, and how to navigate conversations around racial, ethnic, income, and citizenship issues. The goal is to prepare advisors for pro bono work that truly makes a difference. Learn to bridge the gap and foster financial empowerment for all.

1. Learn techniques to enhance empathy and communication skills, enabling advisors to build trust and effectively engage with clients from diverse backgrounds.
2. Understand strategies to incorporate cultural sensitivity into their financial planning advice, ensuring their recommendations are respectful and relevant to the client’s cultural context.
3. Gain knowledge of best practices for delivering pro bono financial planning services, including how to navigate common ethical dilemmas and maintain professional standards.

Saundra Davis, MCC, FBS^®, MSFP