Upcoming Events

The Personal Finance Seminar for Professionals provides current and relevant financial presentations for professionals. This will be the 37th annual Symposium. It is a one day event that includes six speakers. The bios and presentations are linked for your convenience. A total of 6 CEUs (5 general CEUs and 1…

Join student loan expert Meredith Jones, DVM, CSLP®️, AFC®️, from Student Loan Planner, for an in-depth webinar designed to help you navigate the complexities of student loan repayment in 2025 and beyond. With Student Loan Planner having consulted on over $4 billion in student debt, Meredith will share actionable strategies…

Since its creation in 1965, Medicaid has played a vital role in providing health coverage for individuals and families with low incomes and special care needs. Over the past six decades, the program has significantly shaped the U.S. healthcare system by expanding eligibility and offering a wider range of services,…

Our clients (and we) don’t do a good job of spending money in a way that increases quality of life. This interactive webinar highlights a simple, practical, and empirically-supported method to budget for happiness. According to this “hedonic budgeting” method, expenses can be divided into four categories based on whether…

Financial Therapy Association's 2025 Annual Conference scheduled for June 9th - 11th, 2025 in Athens, Georgia. Our theme is Financial Therapy U: Belong. Learn. Become. $799 for members and $899 for non members

As the debt crisis continues to grow, more clients are left without support. But with so many options, and so many predatory players in the space, it can be hard to know what to recommend. This webinar is designed to help you confidently guide clients through difficult debt situations. We’ll…