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Mind and Money: Connecting Mental Health and Financial Well-Being

March 27 @ 11:00 am - 12:30 pm EDT

Female financial planner speaking to military couple.

About This Webinar

This webinar establishes the connection between financial and mental health, addressing its relevance for individuals, couples, and families. We explore how emotional well-being influences financial choices, as well as the reciprocal impact of financial decisions on emotional state.

Stress, anxiety, and guilt can all impact money management and family financial readiness. This webinar equips service providers with the knowledge to define personal and family financial well-being, recognizing signs of financial strain and psychological distress. Learn about financial therapy and understand how financial planning supports positive mental health outcomes, reduces anxiety, and improves overall well-being. Discover resources for expanded engagement and care coordination/referrals that are ideal for service providers.

Learning Objectives:

By the end of this webinar, attendees will be able to:

  • Define personal and family financial well-being 
  • Understand the intersection between financial well-being and mental well-being (financial strain/stress and mental health)
  • Identify financial counseling and therapy modalities and practices
  • Describe financial therapy


headshot of Bruce Ross

Dr. Bruce Ross, Ph.D., AFC®, CFT-I™

Dr. Bruce Ross is an Assistant Professor in the Family Sciences Department for the College of Agriculture, Food and Environment and the School of Human and Environmental Sciences at the University of Kentucky. He also serves as the Program Director for the Consumer Economics and Family Financial Counseling (CEF) undergraduate major program. Dr. Ross’ professional and research interests primarily focus on personal and family financial well-being. He interests center around the systemic practice of financial therapy to better serve families from a holistic perspective.

Continuing Education (CE) Credit

This webinar has been submitted for approval for 1.5 Continuing Education (CE) credits for:

  • Accredited Financial Counselors (AFC): This program has been submitted for approval for 1.5 Continuing Education credits by the Association for Financial Counseling & Planning Education (AFCPE).
  • Case Managers: This program will be submitted to the Commission for Case Manager Certification for approval to provide board-certified case managers with 1.5 clock hours
  • Certified Personal Finance Counselors (CPFC): This program has been submitted for approval for 1.5 Continuing Education credits by The Center for Financial Certifications (
  • Certified Family Life Educators (CFLE): This program has been submitted for 1.5 contact hours for CFLEs by the National Council on Family Relations (NCFR).
  • Certified in Family and Consumer Sciences (CFCS): This program has been submitted for 1.5 hours by the American Association for Family and Consumer Sciences (AAFCS).
  • Certified Personal & Family Finance Educator (CPFFE): This program has been submitted for 1.5 hours by the American Association for Family and Consumer Sciences (AAFCS).
  • Social Workers, Licensed Professional Counselors, and Licensed Marriage and Family Therapists: Programming approval for 1.5 CE credits will be obtained for Social Work, LPCs, and LMFTs from the University of Texas at Austin, Steve Hicks School of Social Work. Check with your state licensing agency for reciprocity and/or credit approval if licensed for other professions or in one of the following states: CO, FL, HI, IA, KS, KY, MI, NY, ND, OH, OK.
  • A OneOp Certificate of Attendance will be available.

Event Materials

  • Webinar Flyer
  • Webinar slides and resources will be added the day prior to the live session.

Photo Credit: CourtneyHale/


March 27
11:00 am - 12:30 pm EDT
Event Category:
Event Tags:

How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at

More Info

Upcoming Webinars
Continuing Education Credits Available
Webinar URL
Webinar ID
Webinar ID: 8984 7925 607
Dial in numbers
If you are unable to connect to Zoom or access YouTube
dial in by phone: 1 301 715 8592
International numbers
International numbers available:

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