ABLE accounts are tax-advantaged savings and investment accounts designed to enable individuals with disabilities to save and pay for disability-related expenses. Congressional legislation went into effect January 1st, 2026, that greatly expands eligibility for these accounts, extending the limiting age of onset of qualifying symptoms from 26 to 46. It…

This foundational webinar introduces financial planners to coercive control and economic abuse and examines how abuse can shape a survivor’s financial circumstances, choices, and ability to carry out financial recommendations. Participants will explore common forms of economic abuse, including employment interference, education sabotage, restricted access to income, hidden assets, credit…

Military divorce presents unique financial challenges that extend far beyond the division of assets. From military retirement and disability benefits to healthcare eligibility, taxes, and post-divorce cash flow, AFC professionals are often called upon to help clients navigate complex financial decisions during an emotionally difficult time. Designed as an introductory,…

A training to empower credit counselors by providing an overview of the FICO®️ Score, explaining the different scoring models, the five key categories of FICO®️ Score predictive characteristics, and how scoring works. Prepare yourself for your next client session by putting this powerful information in the palm of your hands.…

This webinar examines key decision points in military retirement planning, including an overview of the Blended Retirement System (BRS) and the Survivor Benefit Plan (SBP), and equips service providers to guide informed, client-centered conversations. Participants will explore continuation pay, lump sum elections, and Thrift Savings Plan (TSP) participation, and resources…

When an external crisis hits, whether it is market volatility, a natural disaster, or geopolitical events, financial professionals face the delicate task of guiding anxious clients. Knowing what to say, when to pause, and how to deliver timely, accurate, and reassuring communication can feel overwhelming. This webinar provides financial counselors,…