Elementor #26328

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…

The 10th Financial Education Summit is held to bring together educators, researchers, and community leaders who offer financial education in Maryland to come together to navigate up-to-date research, practices, and insights into the financial education field. While Maryland is one of the richest states in the nation, practitioners in the…

First, we’ll level-set on core estate planning concepts—not from a legal drafting perspective, but from a counseling and client guidance standpoint. The goal is to strengthen how you identify planning gaps and educate clients effectively. Next, we’ll examine how military benefits intersect with estate planning decisions. As you know, programs…

$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…