Financial Boundaries - Why it's Important to Have Them

  • 10 Nov 2026
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*1 Credit hour to Ethics toward CDMM® recertification. 

Do you have clients that have trouble keeping clear boundaries for themselves and with other family members when it comes to money or their credit? This presentation will share true stories of what can happen to your client who allows others to depend on them for help. This webinar will provide ways to avoid these troubling situations with tips, tools, and strategies to help your client NOT fall into a financial burden TRAP

Intended Audience

Target audience is managers who have clients that are elderly, have kids, or who have troubles with setting and keeping positive financial boundaries in their lives.

Presenter: Elizabeth Karwowski Sdoucos

Ms. Karwowski founded Get Credit Healthy, Inc., a fintech company recently acquired by CredEvolv. Karwowski is a problem-solver who has developed proprietary processes and software to create new opportunities and increase client efficiencies by 400%. She is a best-selling author and a recognized credit expert who has been featured in major industry publications and on national news stations for her insight and is passionate about her work with lenders, nonprofits, and consumers alike.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.

Confirmation: Registrants will be notified in a follow-up email.

Questions: Email AADMM Registration Office registration@aadmm.com.