Continuing Education Courses by Sandy Voit

Sandy Voit, a Certified Divorce Financial Analyst, and Licensed Mental Health Counselor, specializes in personal finances counseling, helping professionals in starting, and retiring, from private practices, retirement planning, and helping divorcing couples negotiate financial settlements. Sandy earned an MS in Counseling and Personnel Services from the University at Albany. After a career in higher education administration for 27 years, at five universities (including positions as Director of Financial Aid, and Dean of Students at Bastyr University), he served as executive director at a large synagogue in Seattle, before establishing a financial counseling private practice in 2006. He has served on many boards, including the Association of Divorce Financial Professionals, King County Collaborative Law, National Association of Temple Administrators, and is currently on the board of Puget Consumer’s Co-op (PCC) board (for 20 years, but not consecutively), including several terms as chair.

EPDC CE Hours: 2

This workshop provides information and examples of how you can prepare for such a situation – creating a Professional Will and identifying a Professional Executor to handle the legal and ethical details necessary to protect yourself and your practice. If something happens to you, you need a similarly licensed professional (not your spouse or child) to deal with your clients/patients, confidential records, office leases, obtaining releases, make referrals, etc. In addition, your clients/patients will likely need help in their grieving and necessary transition to another therapist.

Purchase $50

EPDC CE Hours: 0

There are many reasons to become a private practitioner, for example: autonomy and independence, choosing your clients, flexibility in parenting or care-giving, etc. We will discuss the financial and business sides of opening your own practice. Topics will include what type of tax structure you might want to use, the various licenses and insurances you may need, and on taxes (income, state, self-employment, and unemployment), as well as how to reduce those taxes via optimizing your business deductions.

Purchase $100

EPDC CE Hours: 6

We are blessed being a profession that doesn’t enforce mandatory retirement upon us when we reach a certain age. (The majority of people who are no longer working didn’t stop voluntarily…) Clients see our aging and grey hair as wisdom. We can work as much, or as little, as we choose. There will come a time when you are ready to stop working – and retirement has a number of issues you must address before you can retire...

Purchase $100

EPDC CE Hours: 2

You May Not Know it, but Your Professional Ethics Likely Require you to Have a Professional Will! You have spent your professional career securing and storing medical records and ensuring your clients’ confidentiality. What happens to these records when you retire, become disabled, or die?

Purchase $55
WMHCA Member Price: $35.
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