Upcoming Events

Couples can greatly benefit from financial counseling to work through complex financial issues, whether they are preparing for the next step in their relationship or have been together for many years. The Five Money Languages was designed in parallel with Gary Chapman’s Five Love Languages to help couple clients better…

Neurodivergent individuals—including those with ADHD, Autism, AuDHD, Dyslexia, Dysgraphia, and other cognitive differences—represent a meaningful and often underrecognized portion of clients seeking pro bono financial planning services. While their financial needs may range from simple to complex, traditional financial planning models and communication styles can unintentionally create barriers that affect…

Student loan debt isn’t just a young person’s problem. With more than 43 million borrowers across all ages and income levels, the demand for personalized student loan planning is greater than ever. In this session, you’ll learn key points about student loan planning and how adding student loan guidance (either…

Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and avoid fraud, this in-person training equips community educators, counselors, and direct…

Understanding why clients act—or fail to act—is the key to helping them reach their goals. This interactive workshop applies Self-Determination Theory to help you identify where clients sit on the motivation continuum and how to create the specific conditions where their internal drive thrives. Through collaborative breakout groups and self-reflection,…

nderstanding why clients act—or fail to act—is the key to helping them reach their goals. This interactive workshop applies Self-Determination Theory to help you identify where clients sit on the motivation continuum and how to create the specific conditions where their internal drive thrives. Through collaborative breakout groups and self-reflection,…