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Webinars

Live group sessions, on a schedule you can return to.

Sessions are built around real questions from therapists and mental-health professionals. Group format, structured content, real answers, and a written summary every time.

Formats

Three session types. One repeatable rhythm.

Each webinar runs about an hour. Same shape every time: structured content, lived examples, then questions. That consistency is what makes it return-to-able.

  • 01 · Fit-finding for clinicians

    Practice Owner Q&A

    A 1-hour live session on the financial topics clinicians ask about most, S-corps, retirement, student debt, and tax timing.

    • 1 hour
    • Every two weeks
    • Q&A format
    RSVP to the Next One
  • 02 · Bring it to your team

    Workshop Series for Group Practices

    A live workshop series for group practices, financial topics covered with the practice as the audience, on your team’s schedule.

    • Workshop format
    • Group practice
    • Repeatable
    Request a Workshop Series
  • 03 · Drop-in webinar

    Open Enrollment Office Hours

    Webinar-style office hours during open enrollment and tax season, for individual clinicians with questions that won’t wait.

    • Drop-in
    • Key periods
    • Individual focus
    Schedule Office Hours

Start Here

Sit in on the next session.

One hour, every two weeks. The shape of the call is the shape of every webinar that follows.

Free Intro Session