Building Blocks of Private Practice: Facing the Fear of Finances

Date(s) - 18/04/2019
9:00 am - 12:00 pm

University Tower


Accounting, fee-setting, budgets, billing, collections, profitability . . . Many wellness professionals, after reading these words, are either on the verge of a panic attack or retreat into the “happy place” in their head where the only thing they have to do in their private practice is what they do best – see clients and help them live as happier, healthier versions of themselves.

This session, 2 facilitators will help you face your fears and find your footing in finances.  Two experts for the price of one — Look at you, already making smart financial decisions!

Casey Limmer will be doing some non-evasive in-vivo exposure to practice-management, by helping you:

  • Figure out how to set your fees
  • Have “the talk” with clients about payments
  • Find profitable ways to add services to your practice

Leslie Greenman, author of “Dating our Money: A Women’s Guide to Confidence with Money and Men” will get us thinking about:

  • Creating a financial action plan for saving and spending
  • Planning for retirement when, as small business owners, we don’t have the luxury of a 401k plan or matching programs
  • How can we find money to save where there seems to be no money at the end of the month?


Leslie Greenman

Leslie has been featured on Bloomberg’s Money on your Mind, Fox and NBC. She has also shared advice from her book, “Dating our Money: A Women’s Guide to Confidence with Money and Men”, in Money magazine, AOL Finance, Yahoo Finance and many major newspapers like Huffington Post. She has been interviewed for and many radio programs around the country.

Leslie is one of 21 experts from around the world who was recently featured in an online event called “Millionaire Mindset for Women.” She was also featured in January 2016 as an expert in an online event called “Breakthrough to Abundance.”

Casey Limmer, MSW, LCSW

Owner and CEO of Gateway Wellness Associates and St. Louis DBT, LLC

Casey has owned her own successful private practice for several years, managed clinical teams, developed fully funded social programing, taught clinical courses at Washington University in St. Louis and — perhaps her most unique qualification for presenting this workshop — has contributed to her parent’s book (aka, the family business), Understanding Business, the #1 business textbook in the country for well over 25 years.  Not many social workers get a 24/7 infusion of business knowledge throughout their lives.  Casey brings her unique experiences, her discoveries about the remarkable similarities between being

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