As part of Consumer Action's decades-long work educating consumers to better recognize and avoid fraud, we are offering in the greater Philadelphia region our "Just Say No to Scams: Protecting consumers and communities from fraud" training. This free event will provide advocates, educators, case managers, counselors, faith-based and other direct…

In this interactive and educational session, participants will gain tips and strategies to support and effectively work with younger generations. Participants will explore key insights into their financial behaviors, communication preferences, and how to support their financial goals. Participants will learn how to create inclusive and welcoming spaces that encourage…

This interactive train-the-trainer webinar will equip CFP® professionals, AFC® professionals, financial counselors, coaches, and nonprofit practitioners with the skills to effectively develop, customize, and facilitate engaging financial education sessions using the Money Smart curriculum. Developed by the Federal Deposit Insurance Corporation, the Money Smart for Adults curriculum is a free,…

Clients now turn to AI for financial guidance before they ever consult a professional, and the same tools are quietly entering counselors' and planners' workflows. This session gives financial professionals a clear, practical framework for protecting client confidentiality, safeguarding sensitive data, and upholding their duty of care as AI reshapes…

Your clients may feel overwhelmed by managing their own finances, causing them to avoid conversations about money with their children. In this webinar, Maggie Klokkenga, CFP®️, AFC®️, CPA, will share simple concepts and practical strategies to help clients build financial confidence and foster healthy money habits at home. Topics will…

ABLE accounts are tax-advantaged savings and investment accounts designed to enable individuals with disabilities to save and pay for disability-related expenses. Congressional legislation went into effect January 1st, 2026, that greatly expands eligibility for these accounts, extending the limiting age of onset of qualifying symptoms from 26 to 46. It…