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Not opening mail, avoiding debt collectors, and overspending can be more than just irresponsible behavior. For many, these behaviors are rooted in financial trauma that goes back generations - overcoming this trauma, and the shame that often co-exist can be difficult. Equipped with the right know-how, CFP® professional volunteers can help their clients notice and put an end to financial […]

Wanna be an AFC®? June 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!

Join us for a webinar designed to build on your existing client discussion techniques with advanced strategies. This session will help you further enhance your client communications and foster even stronger relationships. In this session, we'll focus on: Refining techniques for initiating financial discussions, setting the stage for open and productive exchanges. Strengthening trust through deeper conversational strategies, ensuring lasting […]

You can save your clients money and aggravation if you can learn how to spot and correct common tax errors. This presentation will step you through several of the most common tax errors and show you how you can help your clients avoid them. Presenter: Paul Allen CFP® MQFP®