Mental Wealth: How to Promote Mental and Financial Health & Resilience with Your Clients

CEU Creations presents:
Mental Wealth: How to Promote Mental and Financial Health & Resilience with Your Clients

FEATURING:

• Joyce Marter, LCPC, Licensed Psychotherapist, Entrepreneur, International Keynote Speaker, and Author
• Downloadable exercises, assessment tools, and resources to begin using with clients immediately

EVENT INFO:

Friday, November 14, 2025
12:00 p.m. – 6:00 p.m. Eastern time

COST:

Registration: $99.99
Unlimited CE Bundle Members: FREE

CONTINUING EDUCATION CREDITS:

Social Workers
ASWB ACE – 5 Clinical CE credits
New York State Education Department’s State Board for Social Work – 5 Contact hours
Psychologists
APA – 5 CE credits
Counselors
NBCC ACEP – 5 Contact hours
NY State Education Department’s State Board for Mental Health Practitioners – 5 Contact hours
Substance Abuse Counselors
NAADAC – 5 Contact hours
Nurses
California Board of Registered Nursing – 5 Contact hours
Case Managers
CCMC – 5 Contact hours

Attendance or applied credit certificate available for other credentials.
Please make sure to check with your own state board to ensure the transferability of CE credits.

Target Audience: Social workers, psychologists, counselors, nurses, and case managers

Counseling Skill Group:
4. Counseling Services

OVERVIEW:

There is a profound and dynamic relationship between mental health and financial wellbeing. In times of economic uncertainty, financial stress can exacerbate or precipitate mental health conditions such as anxiety, depression, substance use disorders, trauma-related symptoms, and suicidality. This intermediate-level training, led by licensed clinical professional counselor and financial therapist Joyce Marter, explores the intersection of financial and psychological health through an integrative and evidence-informed lens.

Participants will examine the psychological foundations of financial behavior, including money scripts, cognitive distortions, and intergenerational money narratives. The training will also address financial trauma, financial abuse within relationships, and culturally informed beliefs that shape financial attitudes and behaviors. Clinical strategies rooted in cognitive behavioral therapy (CBT), narrative therapy, and mindfulness-based interventions will be presented to help clients enhance their financial functioning and emotional resilience.

This program includes downloadable tools, clinical resources, and intervention exercises that participants can implement immediately in their practice to support clients’ financial empowerment and psychological recovery.

OBJECTIVES:

By attending this training, you will be able to:

• Describe the bidirectional relationship between financial health and mental health, including common psychological responses to financial stress.
• Explain how self-worth and identity are related to perceived and actual net worth.
• Identify clinical strategies to help clients address financial trauma, scarcity mindset, and money anxiety.
• Apply therapeutic techniques from cognitive behavioral therapy, narrative therapy, and mindfulness practices to promote clients’ financial wellness.
• Analyze the influence of intergenerational financial trauma and cultural beliefs on clients’ financial behaviors and implement psychoeducational tools to support financial healing.

AGENDA (all times are Eastern):

11:45 a.m. – 12:00 p.m. Log in and Networking
12:00 p.m. – 3:00 p.m. Mental Wealth: How to Promote Mental and Financial Health & Resilience with Your Clients | Joyce Marter, LPC
3:00 p.m. – 3:40 p.m. Midway Reset
3:40 p.m. – 6:00 p.m. Mental Wealth: How to Promote Mental and Financial Health & Resilience with Your Clients | Joyce Marter, LPC

PRESENTER BIO:

Joyce Marter, LCPC, Licensed Psychotherapist, Entrepreneur, International Keynote Speaker, and Author

Joyce Marter is a licensed psychotherapist, entrepreneur, international keynote speaker, and a mental health thought leader. She founded, built, and successfully sold a multimillion-dollar mental health company. Joyce has served many leadership positions in the counseling profession including President of the Illinois Counseling Association, two terms as President of the Illinois Mental Health Counselors Association, and Chair of the Midwest Region of the American Counseling Association. She worked as adjunct faculty for The Family Institute at Northwestern University for 15 years. She is a contributor to Psychology Today, Choosing Therapy, and more. Joyce is the author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, which has been published in four languages and received eight book awards. She is renowned globally as a mental health thought leader specializing in the psychology of money and cultivating holistic success.

COURSE PARTICIPATION INFORMATION:

To ensure you are ready to participate, please complete a short Test Drive on Zoom.

This live webinar is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led discussions. A computer or mobile device is required. Zoom account is not required.

You will receive a reminder email approximately 24 hours prior to the start of the training and a link to join the webinar will be in your CEU Creations account under Member Profile.

To receive credit, you must log in on time, attend the entire presentation, and interact.

POST EVENT: When the training ends, your attendance will be processed using Zoom analytics. Once processed, the evaluation link will be available in your account. Once your evaluation is complete, your certificate will be available in your CEU Creations account within 24-72 hours.

Please contact us at [email protected] with any questions.

FINE PRINT

SOCIAL WORKERS: CEU Creations, #1239, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 11/22/24-11/22/27. Social workers completing this course receive 5 Clinical continuing education credits.
CEU Creations, Inc. 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 #SW-0616. This activity is approved for 5 Clinical hours.

PSYCHOLOGISTS: 5 CE Credits
CEU Creations is approved by the American Psychological Association to sponsor continuing education for psychologists. CEU Creations maintains responsibility for this program and its content. 

COUNSELORS: 5 Contact hours
 CEU Creations has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6941. Programs that do not qualify for NBCC credit are clearly identified.  CEU Creations is solely responsible for all aspects of the programs.
CEU Creations, Inc. 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-0199. This activity is approved for 5 Contact hours.

SUBSTANCE ABUSE COUNSELORS:  This course has been approved by CEU Creations, as a NAADAC Approved Education Provider, for 5 CEs. NAADAC Provider #324725, CEU Creations is responsible for all aspects of its programming. 

NURSES: 5 Contact hours. CEU Creations is an approved provider of nursing CEs through the California Board of Registered Nursing. Provider number: CEP17905. All states retain their own licensing authority through their own boards. Please make sure to check with your own state board to ensure transferability of the CE credits.

Cancellation Policy: Registrants must cancel their registration in their CEU Creations account. No email, faxes, or mail cancellations will be accepted. Cancellation fee: $25. Refunds will not be given for cancellations within five (5) business days prior to the workshop date.  

Accessibility Accommodations: At CEU Creations, we are dedicated to providing an inclusive and accessible experience for all individuals. We strive to ensure our continuing education content, website, and services are usable by everyone, regardless of ability. We are continually working to enhance accessibility and user experience for all of our users. If you encounter any barriers, have questions, or wish to request accommodations, please don’t hesitate to reach out. You can contact us at [email protected] and a member of our team will review your message and respond promptly.

Event Cancellation and Rescheduling Policy: In the event that CEU Creations cancels or reschedules an event, registered participants will be given the option to receive a full refund, a credit toward a different event of the same value, or to transfer their registration to the rescheduled date.