Elementor #26328

Saving and Investing for Long-term Prosperity Everyone knows they should be setting aside money for emergencies, retirement and financial goals, but many people still struggle to do it. Often, people procrastinate because they don't feel like they can find the money to save or invest, they don't know how to…

2023 Personal Finance Year in Review The ninth annual OneOp Personal Finance Year in Review webinar summarizes legislation and events that have impacted military personal finances during 2023 and trends that will continue to impact finances in the years ahead. Explore the results of noteworthy personal finance research studies that were published…

Helping Clients Overcome Financial Self-Sabotage Most approaches to budgeting leave people feeling frustrated and deprived which is understandable since they rely on philosophies that run counter to the psychology of human motivation. Not surprisingly, fewer than 30% of households keep a regular budget, and millions are sabotaging their long-term goals…

Who Is Your Client? Uncovering The Characteristics That Impact Finances As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it…

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help…

UMSSW’s Financial Social Work Initiative (FSWI) is launching its next online version of the Financial Social Work (FSW) Certificate Program through UMSSW’s Continuing Professional Education (CPE) Office in March 2023! It will meet an identified need for greater financial capability and empowerment knowledge on the part of social workers who…