October 22 @ 2:00 pm – 3:00 pm EST
Understanding financial trauma is key to delivering meaningful and effective financial education. Financial trauma encompasses the emotional, cognitive, relational, and even physical impacts caused by major financial stressors. When guiding individuals and families through personal finance, it’s crucial to explore the psychology behind spending habits because lasting behavior change begins with understanding.
While changing financial behaviors can be challenging, creating a safe, empathetic, and judgment-free space for people to process their experiences doesn’t have to be. In this presentation, we’ll introduce the concept of financial trauma and begin opening the door to a deeper understanding, for both staff and the communities they serve.
Can’t make the webinar time?
No worries! Register anyway, and we’ll send you the recorded webinar.
What You Will Learn
- Understand and identify financial trauma as well as signs and symptoms.
- Understand and identify Money Scripts, personally and externally.
- Identify and understand mental hurdles financially vulnerable populations work through and how to help them.
Who Should Attend
- Certified Credit Union Financial Counselors (or those studying to be a CCUFC)
- Collection, Lending, and Contact Service Representatives
- Training Staff
Presenters
Majel Hein
Financial Advocacy Consultant, Certified Financial Therapy Practitioner
About
Majel Hein, a Certified Financial Therapy Practitioner and HUD Housing Counselor, has been advancing financial education since 2013. She currently serves as Assistant Director of Community Development at Couleecap, Inc., where she helps lead the agency’s development initiatives and oversees housing counseling services organization-wide. Beyond her leadership role, Majel provides financial counseling, consulting, and training to financial institutions and social service agencies throughout the Midwest.
Her work has earned national recognition: in 2016, she was named Counselor of the Year by the National Foundation for Credit Counseling, and she has twice received the Wisconsin Governor’s Financial Literacy Award—once professionally for her program leadership and once personally in the legacy category. Majel was appointed Chair of the Governor’s Committee on Financial Inclusion in 2021, a subcommittee of Governor Evers’ Council on Financial Literacy and Capability. In this role, she leads a committee that provides strategic guidance to Governor Evers’ Council on Financial Literacy and Capabilities.
With deep expertise in student loans, credit, mortgages, and consumer lending and advanced training in financial therapy, motivational interviewing, and trauma-informed practices, Majel blends technical knowledge with empathy, helping clients and partners achieve meaningful, lasting change.
Lisa Musch
Simplify Inc, Chief Executive Officer
About
Ms. Lisa Anne Musch is the Chief Executive Director and Founder of Simplify, a worry-free bill-paying service designed for “checkbook and credit card insomniacs” who crave financial peace of mind. Simplify keeps finances in ship-shape order so clients can rest easy and focus on what they love.
With more than two decades of leadership in counseling, education, and program development, Ms. Musch is a nationally recognized expert in financial education and credit counseling. She has served as a Credit Counselor, Credit Educator, Housing Counselor, Loss Mitigator, Certified Military Financial Counselor, and Financial Educator at Lakeshore College.
Her work has earned widespread recognition, including being named one of the top credit counselors in the United States by the National Foundation for Credit Counseling. She has received the Governor’s Award for Financial Literacy an impressive four times for her leadership in expanding financial education across Wisconsin. In addition, she was honored as Correctional Advocate of the Year by the National Correctional Education Association for her work bringing financial education programs to justice impacted populations.
Ms. Musch has collaborated with the Department of Financial Institutions and the Federal Reserve Bank of Chicago to promote Money Smart Week throughout Wisconsin and the Midwest. She is a graduate of the National Institute for Financial Literacy, certified by NeighborWorks America in Foreclosure Intervention and Default Counseling, and serves as an auditor for the Council on Accreditation (COA), a globally recognized nonprofit accrediting body for social service organizations.
When she’s not advancing financial empowerment, Ms. Musch enjoys traveling and spending time on the lake.
