Upcoming Events

The program is a 90-minute asynchronous course. Advancing Food Security for Military Families is a self-paced course developed by national food security expert Dr. Angela Odoms-Young. Use this professional development opportunity to expand your capacity to support food security among the military families you serve. Learn about existing initiatives that…

Predictably Irrational Book Study Hosted by Andi Wrenn Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions.…

Getting a Handle on Debt: Understanding Debt Resolution vs. Bankruptcy Join Consumer Action for a train-the-trainer webinar on getting a handle on debt and understanding debt resolution versus bankruptcy. This free 90-minute training will focus on debt relief strategies consumers can use to tackle their bills and reduce their financial…

The quick answer is “yes”. This is a chance to explore what motivates people to change their relationship with money and indicators that they are or are not ready to do that.

If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it…

As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often…