Upcoming Events

Anxious and Stressed: Helping Clients to Manage Emotion and Behavior You've heard others speak about their research. Now you can hear from the experts themselves. In this presentation, Drs. Kristy Archuleta and John Grable will discuss how a client's anxiety and stress about money can weaken the client-financial planner relationship.…

Helping Clients Inflation-proof Their Budget Inflation impacts the purchasing power of service members and their families. This webinar provides an overview of inflation and the expected and unexpected ways inflation may upset a household budget. Learn strategies for managing household spending during challenging financial times, and discover creative ways to…

Exchange Traded Funds (ETFs) 101 Celebrate Financial Literacy Month with Cara Macksound, a Certified Financial Behavior Specialist with a decade of experience trading Exchange Traded Funds (ETFs). What do ETFs have in common with chocolate chip cookies? Find out as Cara covers the basics of ETFs. You will leave with…

Often the victim of financial abuse may not be aware that it is happening. What Habitudes’ results and statements are the red flags to explore? How do you approach this topic and what do you do next? This is especially important for people who focus on finances and do not…

FPA Connect: Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies Join us for an interactive presentation covering some of the least understood Social Security claiming considerations. After a brief overview of the basics, we will cover rules related to ·     How non-covered pensions affect Social Security benefits,…

Empowering Financial Wellness: Investing in Yourself When consumers invest in themselves, they are putting in the effort to make their lives better—today and in the future. This includes focusing on actions that will enable them to increase their wealth over the long-term, such as identifying tools, accounts, and strategies that…