Transform financial fear into financial freedom

Expo! Expo! IAEE’s 2024 Annual Meeting and Exhibition delves into the inner workings of exhibitions and events, with six unique learning tracks delivered by thought leader Holly Morphew, AFC®, financial coach, author and financial impact speaker. At her meeting, Financial Wellness: Take Control of Your Money, Take Control of Your StressHolly will explain why financial problems cause stress, fear and anxiety and provide solutions.

The lack of education about money and finances in our society affects many people’s sense of security, reducing their productivity, connection and happiness. In this session, Holly will share her methods for eliminating money-reactive behaviors that lead to feeling out of control and overwhelmed. Participants will also be inspired to explore new possibilities that come with taking control of financial worries.

Attendees will learn to proactively manage their personal finances so they feel confident, secure and powerful. What are the most common obstacles people face when trying to move from passive to active financial management?

When you think about being proactive with money, what comes to mind? For most people, that’s the budget. But I’ve got news for you – budgeting doesn’t work! budget is a reactive The way you manage your money, that’s why the failure rate is so high.

The reality is that your income and expenses are different each month. also, what do we plan to happen and what actually happened is different. Managing your money is like a breath of fresh air when you have a system that proactively flows based on different income and expenses. Learn about spending planning instead of budgeting, and see how this simple shift can be the first step to financial health, wealth, and a sense of awe about money.

Participants will also learn about the correlation between their finances and health as a balancing act. Can you give an example of how financial stress affects physical and mental health, and an effective way to restore balance?

According to Maslow’s Hierarchy of Needs, we must satisfy basic needs first and then move on to higher level needs. At the bottom of the hierarchy of needs are those needed for survival, such as food, water, shelter, rest, and air. Moving up to the second level is our need for security, which includes financial security. Therefore, unless we feel financially secure, we cannot satisfy our needs for love, belonging, respect, and self-actualization.

Financial stress can impact our health and physical experience, relationships, careers, self-worth, and more. The antidote begins with awareness. In order to regain balance, being willing to look at your situation and imagine where you want to be is the first step to making money easy. In this session, I’ll show you how to do this in a simple way, with compassion and kindness toward yourself, ultimately giving you power and control over your personal finances.

You’ll teach participants how to build wealth and get on track for retirement (and beyond) by letting go of limiting beliefs about money and shifting from a scarcity mindset to an abundance mindset. What is the most transformative result you have seen from someone who has successfully shifted their mindset?

There are so many stories I could share! Each of us is a product of subconscious beliefs. Many times, we don’t even know what beliefs are driving our behavior. By understanding what you learned about money while growing up (your money story) and replacing any beliefs that are holding you back from achieving abundance with new, empowering money beliefs, you can achieve your goals faster and easier financial goals.

Over the years, I have worked with thousands of people whose successes include eliminating five- and six-figure debt, purchasing properties, getting raises, creating additional income streams, and double-digit returns on investment.

What sparked your passion for this subject? Why is this information so important in today’s business environment?

I am passionate about teaching personal finance and wealth building because, frankly, life is more fun when the people around you can meaningfully participate. When we feel insecure—and financial security is an integral part of feeling safe—we are limited, which means we lose our ability to connect, be kind, creative, and productive.

I experienced financial insecurity firsthand when I found myself with $67,000 in credit card debt and living paycheck to paycheck. I was able to use systems, strategies, and mindset to overcome this experience, and in the process, I discovered that I wasn’t the only one with financial anxiety.

Many people, regardless of income, experience financial stress, and when they bring this into the workplace, it can have a ripple effect. Everyone can feel powerful and confident about money and enhance the experiences we create together in business and life.

Expo! Expo! is the place to learn about the latest industry trends and technologies, and network with professional peers. Find more information here Includes how to take advantage of special promotions for IAEE members.