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 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…

A properly designed and implemented CRM system goes far beyond contact management — it can become the operating system for your entire counseling or coaching practice. In this session, we’ll explore how strategically implemented CRM software enhances the financial counseling process and strengthens the client–counselor relationship — all on autopilot.…

This webinar will recap 2025 through a personal finance lens by describing noteworthy financial news, trends, and events and their implications for personal financial planning. The webinar will also include the results of 2025 research articles and a preview of announced changes related to income and estate taxes and Social…

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…