Elementor #26328

The Psychology of Money explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions, as well as how to think more rationally and make better decisions when it comes to money. Financial professionals gain knowledge on…

Join us for an interactive session exploring a powerful platform designed to help financial coaches and counselors streamline client management, enhance accountability, and improve financial outcomes. This session will cover key financial concepts such as budgeting, cash flow management, and goal setting, while demonstrating how a digital platform simplifies tracking…

The Financial Education Summit is a free half-day event for all financial educators, researchers, and community leaders that offer financial education in Maryland to come together to navigate up-to-date research, practices, and insights in the financial education field. While Maryland is one of the richest states in the nation, practitioners…

Heirs’ property is real estate that is passed down to multiple family members via informal inheritance, often across multiple generations. Due to its complex and unstable ownership structure, families with heirs property can struggle to retain their asset and maximize and transfer its economic value. Heirs’ property is disproportionately owned…

In this webinar, we’ll share key lessons from building financial education programs and how these insights can be applied across various settings—including higher education, nonprofits, and community organizations. A student from UNC will also be joining us, offering a unique perspective. We will focus on how to create an inclusive,…

The Personal Finance Seminar for Professionals provides current and relevant financial presentations for professionals. This will be the 37th annual Symposium. It is a one day event that includes six speakers. The bios and presentations are linked for your convenience. A total of 6 CEUs (5 general CEUs and 1…