Calendar of Events
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Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion of current teaching and learning techniques. Find out what works and what doesn't, and why it is not helpful to ask people about their learning styles. Whether looking to apply learning principles to your sessions with clients or […]
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Wanna be an AFC®? April Webinar
Wanna be an AFC®? April Webinar
Wanna be an AFC®? April Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
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15 Important Financial Transitions in Later Life
15 Important Financial Transitions in Later Life
15 Important Financial Transitions in Later Life There are many financial transitions that people face in later life. This webinar will discuss 15 transitions that are described in the instructor’s book, Flipping a Switch. Examples of later life financial transitions include switching from saving to spending, creating a retirement “paycheck,” required minimum distributions (RMDs), later life investing, increased interest in […]
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Helping Older Americans Navigate Fraud
Helping Older Americans Navigate Fraud
Fraud is at a crisis level in the United States, resulting in the theft of billions of dollars from victims each year with little chance of restitution or justice. While fraud affects all demographics, the impact on older adults is especially profound both financially and emotionally. In this webinar, AARP’s Director of Fraud Prevention Programs, Kathy Stokes, will dive into […]
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Federal Student Aid: Repayment 101
Federal Student Aid: Repayment 101
Federal Student Aid: Repayment 101 This webinar covers the basics of repaying federal student loans. Topics include types of repayment plans, forgiveness and cancellation programs, benefits of consolidating, getting loans out of default, and types of deferments and forbearances. Also included is a discussion on certain one-time protections like the on-ramp for student loan payments and the Fresh Start Program.
Demo: Financial Inclusion Essentials
Demo: Financial Inclusion Essentials
Demo: Financial Inclusion Essentials Wondering what is covered in Financial Inclusion Essentials? This demo is for financial professionals who are looking to better serve their client's who have disabilities and their families. You will get an overview of the topics covered in this course as well as a sampling of the activities and tools provided. The meeting will end with […]