Upcoming Events

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…

Even the most sound financial advice can hit a standstill when a client’s underlying motivations remain unspoken. This workshop equips you with a tactical framework to identify when an unexpressed need is driving a financial decision and provides questioning strategies needed to bring those motivations to light. Through real-world modeling…

$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…

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.

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…