The SOUTH REGION NC Triangle Local Group is hosting a program on February 12 at 10 am ET. For more information and to register, visit the NC Triangle Local Group page.
CFP® CE Pending
You’re invited to the next NC Triangle Local Group meeting!
Thursday, February 12th, 2026 | 10:00 – 11:00 AM ET | Virtual
Many clients come to financial planning with unspoken stories and stress tied to their money, shaped by their values, life experiences, and sometimes, deep emotional patterns. As advisors, understanding the emotional side of money is essential to building trust and creating long-term impact.
In this session, Constance McConnell will introduce the core principles of financial social work and explore how emotional, behavioral, and relational dynamics shape financial decisions. You'll gain insight into national trends around financial stress, recognize common client patterns, and reflect on your own financial mindset.
Constance McConnell is a financial therapist and licensed clinical social worker with over a decade of experience guiding individuals through life transitions. As the founder of Courageous Healing PC, she brings a trauma-informed, strengths-based approach to financial wellness and is committed to creating inclusive, supportive spaces where people can thrive.
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