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Understand the financial impact. Know how to respond within your role.
Professional education helps trusted professionals connect the human realities of substance use disorder and opioid-related loss with financial situations they may already be seeing.
Recognize. Ask. Protect. Refer.
You do not need to diagnose addiction to understand its financial impact. The education helps professionals notice meaningful changes, ask thoughtful questions, protect household and professional boundaries, and connect people with qualified resources when another professional should be involved.
Recognize
Notice meaningful changes in financial circumstances without assuming the cause.
Ask
Use respectful, nonjudgmental questions to understand what has changed.
Protect
Focus on household stability, professional responsibilities and appropriate financial boundaries.
Refer
Know when treatment, legal, tax, recovery, elder-care or other qualified resources should be involved.
Practical education for financial situations professionals may already be seeing.
The core curriculum can be adjusted for different professional audiences while remaining focused on financial awareness, communication and appropriate professional response.
Financial situations covered
- Family financial stability and caregiving: changing income, savings, debt, housing, caregiving and recurring family support.
- Employment, workplace and benefits: employment disruption, workplace implications and benefits-related considerations.
- Treatment, insurance and out-of-pocket costs: financial issues that can accompany treatment, recovery and ongoing care.
- Financial vulnerability and exploitation: undue influence, repeated financial requests and risks to household or older-family-member assets.
- Long-term security, legal and estate matters: retirement disruption, legal considerations, estate planning and changing long-term goals.
- After opioid-related loss: financial decisions, family responsibilities and planning adjustments following a death.
- Unexpected or repeated withdrawals from savings or investment accounts
- New debt, missed obligations or unexplained cash needs
- Changes in employment, income or household responsibilities
- Repeated support for treatment, housing, transportation or daily expenses
- Growing caregiving responsibilities or changes in long-term plans
Conversation and response skills
- Connect substance use disorder and opioid-related loss with financial circumstances professionals may encounter.
- Recognize meaningful changes without diagnosing, labeling or assuming the cause.
- Use respectful questions to understand changing circumstances.
- Consider household stability, financial boundaries and professional responsibilities.
- Apply role-appropriate considerations to real-world situations.
- Know when another qualified professional or resource should become involved.
Tools and resources
- Conversation prompts for difficult financial discussions
- Financial-impact checklists and planning considerations
- Professional-scope and referral guidance
- Research and public-resource references for deeper learning
One subject. Multiple ways to bring it to your audience.
Keynotes & workshops
Conference sessions, association meetings and interactive professional education.
Webinars & private training
Live online education for teams, members and organizations.
Self-paced education
Structured learning with practical takeaways and supporting resources.
Customized curriculum
Content, examples and delivery adapted to your organization and audience.
Research-informed education. Program content draws on federal public-health resources, workplace research, economic-impact analysis and recognized professional guidance.
View Research & ResourcesBring this education to your organization.
Tell us who you want to reach and what you want participants to understand.