Bridging Financial and Emotional Well-Being

A Multi-Level Approach to Financial Social Work

Financial stress is one of the most common and persistent challenges clients face—and addressing it requires more than budgeting advice. In this powerful session, leading financial social workers come together to explore how money impacts mental and emotional health across all levels of practice: micro, mezzo, and macro.

You’ll learn how to integrate financial social work into your services by understanding your clients’ emotional relationships with money, improving their financial outcomes, and elevating your role as a holistic practitioner.

What You’ll Learn:

✅ How financial stress impacts clients emotionally across all practice levels
✅ Practical ways to integrate financial social work into micro, mezzo, and macro settings
✅ How to address money mindsets and behaviors alongside financial education

Panelists:

🔹 Shay McMillan, LMCSW, CFSW – Founder & Owner, Shay Budgets
🔹 L.B. Brown – Founder, Happy of Moms LLC
🔹 Clare Dubé, CFSW – CFO & Cofounder, Financial Social Work Collaborative; Founder, SMARTchats®
🔹 Tyana Ingram, ASW, CFSW, CFEI – Founder, The Ten Coins LLC; Co-Founder, Financial Social Work Collaborative

🎤 Moderator:
Andrea Hill, MACJ, LICSW-S, LICDC – Therapist, Educator & Resilience Advocate