Race, ethnicity, and gender play a significant role in how consumers interact with the financial services industry. This webinar explores financial well-being across a diverse set of identity groups and discusses the how financial planners can use financial empathy to empower individuals to improve their well-being.

Presenters:

• Timi Joy Jorgensen, PhD
• Michael Thomas, PhD

Webinar deck is available here.

• Tools to help volunteers engage in pro bono financial planning.
• Training for pro bono financial planning volunteers.