Upcoming Events

The webinar will cover (1.5 Hours) - How background check reports that include criminal and eviction records have been used to unfairly deny consumers jobs and housing, and how recent Consumer Financial Protection Bureau (CFPB) guidance is designed to lead to greater accuracy and accountability in these critical reports; -…

Life planning and cash flow management are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what…

Dr. Travis Sholin, Ph.D, CFP®️ will be presenting research examining relationships between different cultures and money attitudes. Primary research using 630 participants was used to analyze the data. The presentation will elaborate on the research process, the literature review, the analysis, the results, and the implications for practitioners. Presenter: Travis…

The tenth annual OneOp Personal Finance Year in Review webinar highlights legislation and events that impacted military personal finances during 2024. Join this annual review webinar to explore the findings of noteworthy personal finance research studies published this year, financial events with military-specific implications, and preview upcoming changes for 2025.

Most clients need help with their budget, even high earners. Advisors need a realistic picture of how much clients spend to provide accurate financial planning analysis and recommendations. Without a clear budgeting philosophy, clients are at risk of not sticking with it and advisors are at risk of investing too…

As the new year begins, setting fresh goals or revisiting old ones can feel overwhelming. Join us to explore behavioral science and learn how to apply simple, empathetic strategies in client conversations. Your clients will be better equipped to develop strategies, overcome challenges, and stay motivated—all year long. Plus, these…