Mental Health and Stress Management for Tax Professionals (OnDemand Webinar)

$149.00

SKU: 411545EAU

Description

Learn how to recognize signs of stress and how to shift the focus to strengths and opportunities creating forward momentum.Client procrastination and followthrough are particularly challenging with difficult topics, such as tax planning. The prevalence of anxiety has been on the rise since the onset of the COVID pandemic (see the CDC Household Pulse Survey). This presentation will help clientfacing professionals understand how stress can be tracked from a more objective measure than simply asking clients how they are doing. Stress creates a myopic outlook and can induce procrastination in task completion. The live webinar also explains how to recognize signs of stress in yourself, which directly impacts the stress of your clients. Shifting the focus to strengths and opportunities creates moments of reduced stress and forward momentum. This workshop is informative for client work and also personal development.

Date: 2024-10-23 Start Time: End Time:

Learning Objectives

Why Stress Matters
• Demonstrates Empathy and Conveys Compassion
• Stress Limits Decision-Making Capabilities
• Stress Transfers/Is Contagious

Define and Measure Physiological Stress
• Differentiate Stress and Anxiety
• Explain the Biological Nature of Stress
• The Rates of Stress and Anxiety Are High, Which Means You Will Encounter Stress and Anxiety Personally and/or Professionally

Money-Related Stressors
• Topics
• Gender Dynamics
• Age Trends

Stress Management
• You Don’T Need to Be a Therapist to Communicate Therapeutically
• Examine Peer Influences
• Find the Smallest Possible Changes
• Value in Nature

Sonya Lutter, Ph.D., CFP®, LMFT-Texas Tech University – School of Financial Planning