Helping Single-Income Households Thrive: Behavioral and AI-Enabled Strategies for Financial Confidence
Tuesday, June 16 at 12:00 PM ET
This webinar is free and offers one CE Credit for AFCPE and CFP® professionals.
Resources
Presenter
Shane Walker is the founder and CEO of Qube Money and has spent over 18 years coaching individuals on their finances. Through his work, he identified mindless spending—often driven by increasingly automated financial systems—as a key root of financial stress. Shane is a member of the Financial Behavior Keynote Group and brings a unique perspective on behavioral finance and decision-making, focusing on helping individuals build financial confidence through practical systems, behavioral insights, and emerging technology.
Description
Many individuals and families manage finances on a single income, whether due to caregiving responsibilities, life transitions, or household structure. These households often face unique pressures—including competing priorities, limited margin for error, and the emotional weight of being the sole financial decision-maker.
In this webinar, Shane Walker will explore how behavioral science and emerging AI-enabled financial tools can support healthier spending decisions, greater clarity, and long-term financial confidence for single-income households.
Designed for financial professionals serving clients in pro bono settings, this session will provide practical, client-centered strategies to help individuals align their financial decisions with what matters most—while preserving autonomy, dignity, and choice.
Learning Objectives
After attending this session, participants will be able to:
- Explain key behavioral patterns that influence spending decisions in single-income households
- Describe how AI-enabled financial tools can support healthier, values-aligned financial behaviors
- Apply a systemized, practical approach to mindful spending that respects client autonomy and real-world constraints
Important Note
We are grateful to Shane, a member of the Financial Behavior Keynote Group, for joining us and sharing his expertise with our community. You can learn more about Shane and connect with the Financial Behavior Keynote Group here:
Important Information
- A recording will not be available following the event
- CE credit for CFP® professionals will be available for those who attend at least 50 minutes of the session
This webinar is sponsored by Fidelity Investments
