Podcasts and Newsletters
Helping Single-Income Households Thrive: Behavioral and AI-Enabled Strategies for Financial Confidence
Many individuals and families manage finances on a single income, whether due to caregiving responsibilities, life transitions, or household structure. These households often face unique pressures—including competing priorities, limited margin for error, and the emotional weight of being the sole financial decision-maker. In this webinar, Shane Walker will explore how...
March 25, 2026
Read More >FPA Connect: Unlocking the Hidden Strengths of Your Later‑Starter Clients
Most Americans begin their financial journey later than they’d like—saving, investing, and planning for retirement only after a wake‑up moment filled with regret or shame. But late starters aren’t doomed. Many already possess overlooked strengths, and you’re uniquely positioned to help them harness those advantages and accelerate their progress. In...
March 18, 2026
Read More >Military Money HQ: Planning & Budgeting
Military Money HQ is a free continuing education series designed to help Accredited Financial Counselors (AFC®s) strengthen their expertise in serving the military community. The program includes three asynchronous courses, each providing 5 continuing education units (CEUs), focused on the unique financial realities of service members, veterans, and military families....
March 16, 2026
Read More >Poverty Simulations as Training Tools for Financial Counselors, Educators, and Planners
$50/Free for AFCPE Members This session explores Spent, a virtual poverty simulation as a viable training tool for current and rising financial counselors. First, the presenter will discuss the state of poverty in the United States including nationwide statistics and then discuss why poverty simulations are effective training tools. The presenter will share...
March 12, 2026
Read More >Certified Military Housing Specialist
USA Cares is offering a course designed to provide loan officers, financial counselors, compliance managers and other professionals with a clear understanding of how to work with military borrowers.
March 11, 2026
Read More >Breaking Money Silence Book Study
Breaking Money Silence Book Study with Andi Wrenn. Join us in June for a 6-week book study of Breaking Money Silence by Kathleen Burns Kingsbury. In weekly 30-minute sessions (plus optional discussion), we’ll explore why money conversations are avoided, how silence impacts relationships and decision-making, and how to foster healthier...
March 02, 2026
Read More >Personal Finance Seminar for Professionals
The Personal Finance Seminar for Professionals is an annual program coordinated by the Financial Wellness Team within University of Maryland Extension. The objective is to provide relevant financial information and resources via a virtual environment to financial educators, financial professionals, and financial counselors.
March 02, 2026
Read More >Atomic Habits Book Study
Atomic Habits Book Study with Andi Wrenn Join us in April for one of our most popular 6-week book studies on Atomic Habits by James Clear. In weekly 30-minute sessions (plus optional discussion time), we’ll explore the Four Laws of Behavior Change and how small, consistent actions create powerful financial...
March 02, 2026
Read More >Nudge: The Final Edition Book Study
Join us for a dynamic 6-week book study of Nudge: The Final Edition by Richard Thaler and Cass Sunstein. In weekly 30-minute sessions (plus optional discussion), we’ll explore how behavioral insights shape real-world financial decisions—from retirement savings and debt to healthcare, insurance, and “sludge.” Learn how to apply ethical nudges...
March 02, 2026
Read More >FPA Connect: The One Big Beautiful Bill Act: Practical Implications for Clients
The One Big Beautiful Bill Act (OBBA) introduced sweeping changes with meaningful implications when it comes to planning for our clients. And with its dense legislative language, it can be difficult for financial planners and counselors alike to know what's worth de-coding. In this session, we’ll cut through the noise...
February 26, 2026
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