

Sat, Apr 11
|via Zoom
Money Moves for Therapists: Planning Your Practice, Family & Future
Time & Location
Apr 11, 2026, 9:30 AM – 12:30 PM
via Zoom
About the event
You’ve spent years learning to care for others. Now let’s talk about taking care of you.
Most therapists enter private practice with strong clinical skills and very little guidance on the business side. No one hands you a roadmap for retirement, taxes, disability insurance, or estate planning - this workshop changes that.
Are you asking yourself…
Should I set up an S-Corp?
How much should I be saving for retirement?
What happens financially if I take maternity leave?
Should I buy a home now or wait?
How do I protect my income if I can’t work?
What does estate planning look like for someone like me?
We’re bringing together CPAs and financial professionals who understand private practice, not just corporate benefits to give you real answers.
WHAT TO EXPECT
Three hours. Real conversations. Practical guidance.
You’ll hear from CPAs, financial professionals, and therapists who have navigated these decisions, and you’ll have space to ask your own questions.

TOPICS WE’LL COVER
Our panel and expert sessions are designed around the actual decisions therapists face, both in their practices and in their personal lives.
Your Practice
S-Corp & business structure
Quarterly taxes & bookkeeping
Building your financial team
Your Life Right Now
Maternity leave planning
Buying a home
Emergency fund basics
Your Future
Retirement options
Roth IRAs & investing
Estate planning
WHAT YOU’LL WALK AWAY WITH
More than information... actual clarity.
During the workshop:
✓ Live Q&A with CPAs and financial professionals
✓ Small group conversations for your specific situation
✓ Networking with therapists navigating the same decisions
YOUR HOSTS
Built by therapists, for therapists. The Latinx Practice Collective was created to support Latinx clinicians in building thriving, sustainable practices. Our Founders know firsthand what it means to navigate the business side of private practice without a roadmap, and they’ve built a community where those conversations can finally happen.
YOUR GUEST EXPERTS


WHO THIS IS FOR
This workshop is a great fit if you are…
A therapist in solo or group private practice
A clinician considering opening your own practice
Navigating a major life decision - home purchase, starting a family, planning for retirement
Ready to stop putting off the financial conversations you know you need to have
Looking for community with other therapists doing the same work


Partners will receive a coupon code for a discounted price.
You’ve already done the hard work of building something real. This workshop is your chance to make sure your finances are keeping up. Join us for a morning of learning, clarity, and community.
All therapists are welcome, regardless of specialty or career stage.
Tickets
Money Moves for Therapists
Sale ends
Apr 11, 7:00 AM
$87.00
Total
$0.00
