Live Programs

In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the webinar will not be recorded. Please do not register unless you are sure you will be…

In this webinar, Andrew Zumwalt covers recent tax changes that impact your clients’ finances. Specifically, this webinar addresses the tax implications of the last stimulus check, changes to the Child Tax Credit and Child and Dependent Care Credit, and the deeper interactions of these changes. For example, what happens when…

Immigrant families face unique financial challenges, from discrimination to work restrictions to cultural expectations. All of these challenges can impact an individual's money mindset and their financial self-esteem. This webinar will help provide a clearer understanding of how the immigration system and experience influences financial behavior and will provide key strategies to…

The COVID-19 pandemic has changed the way consumers shop and transfer money. As a result, many criminals are now targeting digital wallets and peer-to-peer payment methods, such as Apple Pay and Zelle. According to Javelin Strategy & Research, 18 million victims fell prey to scams through these digital payment methods…

Heath Carelock, AFC®, will discuss the next focal area in the trauma-sensitive financial counseling series: clients who encounter collective or group-affiliated trauma and the techniques and resources to restore financial capability. Attendees will discover community-specific practices that advance client financial self-efficacy and financial stability among refugee and asylum seekers, natural…

The Federal Retirement System (FERS) is a three-tiered retirement plan consisting of Social Security, basic FERS annuity and the Thrift Savings Plan. Understanding FERS is vital to anyone working with federal employees.  This webinar will explain key topics such as the retirement planning process, maximizing and calculating an employee's annuity,…