Upcoming Events

Are your senior clients sitting on substantial home equity but struggling with cash flow, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool, but they come with complexity, costs, and crucial timing considerations that demand your professional guidance. In this…

Few things are more frustrating than explaining a financial concept, only to realize your client is still confused and unable to move forward. This intensive workshop solves the disconnect between expert advice and client comprehension by providing a tactical framework for clear, jargon-free communication. Through interactive breakout sessions and real-world…

Ethical practice is essential to effective financial counseling education. Designed for financial counselors, educators, and military family service providers, this session examines the Military Standards of Ethical Conduct, the AFCPE Code of Ethics, financial disclosure requirements, and federal gifting guidelines. In this 2-hour webinar, Dr. Bruce Ross, AFC®, CFT™, and…

This webinar is designed to equip financial counselors, coaches, and educators with the knowledge and tools to better support veterans and their dependents. The session will highlight how these programs help veterans and their families achieve financial stability, effectively manage and maximize their benefits, make informed financial decisions, avoid common…

Just Say No to Scams: Protecting Consumers and Communities from Fraud 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…