Upcoming Events

The Psychology of Money explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions, as well as how to think more rationally and make better decisions when it comes to money. Financial professionals gain knowledge on…

This webinar educates financial counselors on the Security and Exchange Commission’s role in regulating FinTech innovations, enabling them to assist Service members and their families on the opportunities, risks, and ethical considerations of utilizing these emerging financial technologies. Presenter: Tom Manganello

Financial toxicity is a common and devastating result of a cancer diagnosis. Defined by the National Cancer Institute as the adverse financial consequences experienced by patients and their families due to the high costs of medical care, financial toxicity can include both direct expenses—such as treatment costs, premiums, and copays—and…

This webinar explores key developments that shaped the finances of service members and their families in 2025. Drawing on insights from Personal Financial Managers, this session explores military-specific financial events, highlighting relevant research published in 2025, and anticipated changes in 2026. Designed for financial professionals supporting military families, this webinar…

Military life presents unique tax considerations for service members and their families, whether on active duty or in the reserves. This webinar is designed to equip service providers and financial counselors with the knowledge they need to better support the military community. Participants will learn when military pay and benefits…